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Beacon Sales Acquisition 401(k)

Recordkeeping fees per participant · Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan · plan year 2024

$21.68

Higher than 18% of the 1,697 plans $250M to 1B that report it.

Source

= $201,765 / 9,305
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007153912NAL0004996417001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007153912NAL0004996417001, received 2025-10-07

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.

Cost and contributions

Administrative expenses excluding investment management, per participant

$81.77

10th: $18.52median $67.2190th: $147.71

Higher than 64% of the 2,324 plans $250M to 1B that report it.

Source

= $760,881 / 9,305
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007153912NAL0004996417001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007153912NAL0004996417001, received 2025-10-07

Administrative expenses per participant

$86.11

10th: $27.95median $88.2590th: $203.68

Higher than 48% of the 2,405 plans $250M to 1B that report it.

Source

= $801,256 / 9,305
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007153912NAL0004996417001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007153912NAL0004996417001, received 2025-10-07

Administrative expenses as a share of assets

0.123%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 75% of the 2,407 plans $250M to 1B that report it.

Source

= $801,256 / $653,851,871
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007153912NAL0004996417001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007153912NAL0004996417001, received 2025-10-07

Employer contributions per participant

$1,885

10th: $1,169median $3,07390th: $8,346

Higher than 24% of the 2,457 plans $250M to 1B that report it.

Source

= $17,536,428 / 9,305
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007153912NAL0004996417001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007153912NAL0004996417001, received 2025-10-07

Employer share of total contributions

22.9%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 24% of the 2,459 plans $250M to 1B that report it.

Source

= $17,536,428 / $76,584,545
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007153912NAL0004996417001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007153912NAL0004996417001, received 2025-10-07

Plan terms, as stated in Beacon Sales Acquisition, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007153912NAL0004996417001, received 2025-10-07

Full record, Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan

FieldValueSource
Plan sponsorBEACON SALES ACQUISITION, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007153912NAL0004996417001, received 2025-10-07
Plan nameBEACON SALES ACQUISITION, INC. 401(K) PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251007153912NAL0004996417001, received 2025-10-07
Sponsor EIN / plan number36-4173366 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007153912NAL0004996417001, received 2025-10-07
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007153912NAL0004996417001, received 2025-10-07
Sponsor locationHERNDON, VAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007153912NAL0004996417001, received 2025-10-07
Industry (business code)423300, Wholesale tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007153912NAL0004996417001, received 2025-10-07
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007153912NAL0004996417001, received 2025-10-07
Filing received2025-10-07Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007153912NAL0004996417001, received 2025-10-07
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007153912NAL0004996417001, received 2025-10-07
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251007153912NAL0004996417001, received 2025-10-07
Participants, beginning of year9,082Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007153912NAL0004996417001, received 2025-10-07
Active participants7,320Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007153912NAL0004996417001, received 2025-10-07
Participants, end of year9,580Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007153912NAL0004996417001, received 2025-10-07
Participants with an account balance9,305Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007153912NAL0004996417001, received 2025-10-07
Total assets, beginning of year$573,191,382Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007153912NAL0004996417001, received 2025-10-07
Total assets, end of year$653,851,871Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007153912NAL0004996417001, received 2025-10-07
Net assets, end of year$653,851,871Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007153912NAL0004996417001, received 2025-10-07
Total income$162,733,818Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007153912NAL0004996417001, received 2025-10-07
Net income$80,660,489Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007153912NAL0004996417001, received 2025-10-07
Employer contributions$17,536,428Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007153912NAL0004996417001, received 2025-10-07
Participant contributions$44,789,721Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007153912NAL0004996417001, received 2025-10-07
Other contributions (incl. rollovers)$14,258,396Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007153912NAL0004996417001, received 2025-10-07
Total contributions$76,584,545Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007153912NAL0004996417001, received 2025-10-07
Benefit payments$81,259,311Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007153912NAL0004996417001, received 2025-10-07
Total expenses (incl. benefit payments)$82,073,329Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007153912NAL0004996417001, received 2025-10-07
Total administrative expenses$801,256Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007153912NAL0004996417001, received 2025-10-07
Contract administrator fees$538,896Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251007153912NAL0004996417001, received 2025-10-07
Recordkeeping fees$201,765Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007153912NAL0004996417001, received 2025-10-07
IQPA audit fees$14,989Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251007153912NAL0004996417001, received 2025-10-07
Investment advisory and management fees$40,375Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007153912NAL0004996417001, received 2025-10-07
Administrative expenses excluding investment management$760,881derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007153912NAL0004996417001, received 2025-10-07
Held in common/collective trusts$19,017,926Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251007153912NAL0004996417001, received 2025-10-07
Held in mutual funds$621,610,440Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007153912NAL0004996417001, received 2025-10-07
Independent auditorSCH&H ATTEST SERVICES P.CSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007153912NAL0004996417001, received 2025-10-07

Position = column in the DOL layout for form year 2024. Filing 20251007153912NAL0004996417001, received 2025-10-07.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
CAPITAL GROUP RETIREMENT PLAN SVCSrecordkeeperNONE 64 Recordkeeping fees $470,191yes
SCHWAB RETIREMENT PLAN SERVICES, INrecordkeeperNONE 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees $201,015no
CAPFINANCIAL PARTNERS LLCNONE 28 Investment management; 50 Direct payment from the plan $60,556no
SC AND H ATTEST SERVICES, PCNONE 10 Accounting (including auditing); 50 Direct payment from the plan $26,900no
TRUIST BANKNONE 28 Investment management; 50 Direct payment from the plan $20,187no
ARENTFOX SCHIFF LLPNONE 10 Accounting (including auditing); 29 Legal; 50 Direct payment from the plan $17,820no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251007153912NAL0004996417001, received 2025-10-07.

What changed since the 2023 plan year

Figure20232024Change
Total assets$573,191,382$653,851,87114.1%
Participants with a balance8,7919,3055.8%
Administrative expenses$703,097$801,25614.0%
Recordkeeping fees per participant$69.39$21.68-68.8%
Employer contributions$15,855,377$17,536,42810.6%

Prior filing 20240628121014NAL0000915952001, received 2024-06-28; the plan years are contiguous.

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Sponsor name as filed: BEACON SALES ACQUISITION, INC.; SEC registrant: Beacon Sales Acquisition, Inc. (CIK 1663760, matched by EIN).