BETA GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the BETA GROUP, INC. 401(k) plan — and how to find and check your own account.
The BETA GROUP, INC. 401(k) on its latest Form 5500
BETA GROUP, INC. (EIN 05-0398907) reports BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $42.2M in plan assets across 163 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BETA GROUP, INC. filing — schedules, fees, and providers.
Who runs the BETA GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BETA GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CETERA INVESTMENT ADVISORS.
How to check your BETA GROUP, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask BETA GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).