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Original filing (PDF)20251009140657NAL0003638115001
BEITZEL CORPORATE SERVICES
Form 5500
FILING_RECEIVED
BEITZEL GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
96% in single holdingNo recordkeeper disclosed
Active participants
600
Accounts w/ balance
889
Plan assets (EOY)
$34.1M
Net assets (EOY)
$34.1M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Voya Retirement Insurance and Annuity Company" is 96% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEITZEL CORPORATE SERVICES.
Plan sponsor
Name
BEITZEL CORPORATE SERVICES
EIN
52-1144641
Address
333 CORPORATE DRIVE · GRANTSVILLE, MD · 21536
Phone
(301) 245-4107
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
THE RODEHEAVER GROUP P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 52-0807416 | — | TPA | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | 81-3968784 | — | SERVICE PROVIDER | $2K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
3 direct securities · 1 pooled fund· $66.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$34.1M
3 holdings
Pooled Separate Account
$32.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Retirement Insurance and Annuity Company | — | — | $0 | $32.8M | 96.0% | |
| SEPARATE ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32.8M | 96.0% | |
| Voya Retirement Insurance and Annuity Company | — | — | $0 | $938K | 2.7% | |
| Participant Loans | — | — | $0 | $429K | 1.3% |
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