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Original filing (PDF)20251010112814NAL0012981168001
BETA GROUP, INC.
Form 5500
FILING_RECEIVED
BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
163
Accounts w/ balance
187
Plan assets (EOY)
$42.2M
Net assets (EOY)
$42.2M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETA GROUP, INC..
Plan sponsor
Name
BETA GROUP, INC.
EIN
05-0398907
Address
701 GEORGE WASHINGTON HIGHWAY · LINCOLN, RI · 02865
Phone
(401) 333-2382
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
MINSK, GOULD, TATTRIE & LUSSIER, LL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $25K | — |
Investments
43 direct securities · 1 pooled fund· $41.9M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$40.5M
43 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $5.3M | 12.7% | |
| Fidelity Freedom 2025 Mutual Fund | — | — | — | $2.9M | 6.9% | |
| Fidelity Freedom 2045 Mutual Fund | — | — | — | $2.6M | 6.2% | |
| Fidelity Freedom 2035 Mutual Fund | — | — | — | $2.5M | 5.9% | |
| Fidelity Freedom 2040 Mutual Fund | — | — | — | $2.3M | 5.4% | |
| Fidelity NASDAQ Composite Index Mutual Fund | — | — | — | $2.2M | 5.3% | |
| Fidelity Blue Chip Growth Fund Mutual Fund | — | — | — | $2.2M | 5.3% | |
| Vanguard Balanced Index Fund Admiral Mutual Fund | — | — | — | $1.8M | 4.3% | |
| Fidelity Large Cap Growth Mutual Fund | — | — | — | $1.5M | 3.7% | |
| Fidelity Multi-Asset Index Mutual Fund | — | — | — | $1.5M | 3.6% | |
| MFS Mid Cap Growth Fund Mutual Fund | — | — | — | $1.4M | 3.3% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.2% | |
| JPMorgan U.S. Equity Fund Class Mutual Fund | — | — | — | $1.2M | 2.8% | |
| Vanguard Value Index Fund Admiral Mutual Fund | — | — | — | $1.1M | 2.6% | |
| Fidelity Freedom 2030 Mutual Fund | — | — | — | $1.0M | 2.4% | |
| American Funds New World R6 Mutual Fund | — | — | — | $983K | 2.3% | |
| Fidelity Government Money Market Money Market Fund | — | — | — | $935K | 2.2% | |
| Vanugard Explorer Fund Admiral Mutual Fund | — | — | — | $880K | 2.1% | |
| Fidelity Freedom 2055 Mutual Fund | — | — | — | $798K | 1.9% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $794K | 1.9% | |
| Fidelity International Capital Appreciation K6 Fund Mutual Fund | — | — | — | $754K | 1.8% | |
| Fidelity International Index Mutual Fund | — | — | — | $667K | 1.6% | |
| Fidelity Freedom 2050 Mutual Fund | — | — | — | $624K | 1.5% | |
| Fidelity Freedom 2060 Mutual Fund | — | — | — | $622K | 1.5% | |
| Fidelity Total Bond Fund Mutual Fund | — | — | — | $575K | 1.4% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $524K | 1.2% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $502K | 1.2% | |
| PIMCO RAE US Small Fund Instl Mutual Fund | — | — | — | $363K | 0.9% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $313K | 0.7% | |
| Fidelity Freedom 2020 Mutual Fund | — | — | — | $254K | 0.6% | |
| Templeton Foreign R6 Mutual Fund | — | — | — | $225K | 0.5% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $180K | 0.4% | |
| C&S Realty Shares Z Mutual Fund | — | — | — | $176K | 0.4% | |
| Vanguard High-Yield Corporate Fund Admiral Mutual Fund | — | — | — | $122K | 0.3% | |
| Fidelity Freedom 2015 Mutual Fund | — | — | — | $120K | 0.3% | |
| Fidelity Freedom 2065 Mutual Fund | — | — | — | $87K | 0.2% | |
| Participant loans with interest rates of * Participant Loans 4.25 - 9.50%, maturing through 2032 | — | — | — | $86K | 0.2% | |
| Fidelity Inflation-Protection Bond Index Mutual Fund | — | — | — | $83K | 0.2% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $47K | 0.1% | |
| Dodge & Cox Global Bond Fund Class I Mutual Fund | — | — | — | $45K | 0.1% | |
| JPMorgan Government Bond R6 Mutual Fund | — | — | — | $30K | <0.1% | |
| Fidelity SAI Sustainable Core Plus Bond Mutual Fund | — | — | — | $24K | <0.1% | |
| TRowe Price International Discovery I Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares Mutual Fund | — | — | — | $6K | <0.1% |
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