How big is BETA Group, Inc.'s plan?

BETA Group, Inc.'s plan reported $42.2M in assets and 163 participants for 2024.

Original filing (PDF)20251010112814NAL0012981168001

BETA Group, Inc.

Name: BETA Group, Inc. — BETA Group, Inc. 401(k) Profit, Form 5500 (2024)
Creator: BETA Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BETA Group, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · BETA Group, Inc.'s BETA Group, Inc. 401(k) Profit Sharing Plan and Trust held $42.2M in plan assets for 163 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

163

Accounts w/ balance

187

Plan assets (EOY)

$42.2M

Net assets (EOY)

$42.2M

People on this filing

BETH Scanlon signed BETA Group, Inc.'s 2024 Form 5500 as plan administrator.

BETH Scanlon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BETA Group, Inc.'s EIN is 05-0398907.

EIN 05-0398907

Plan number 001

Plan year 2024

ACK ID 20251010112814NAL0012981168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BETA Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BETA Group, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (97th percentile).

Plan sponsor

Name

BETA GROUP, INC.

EIN

all filings

Address

701 GEORGE WASHINGTON HIGHWAY · LINCOLN, RI · 02865

Phone

(401) 333-2382

Industry

Engineering Services· Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC	04-3532603	—	PLAN ADMINISTRATOR	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISORS LLC	36-3258176	—	ADVISOR	$13K	—

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.

Mutual Funds

$29.6M

34 holdings

Common Collective Trusts

$8.3M

3 holdings

Other securities

$2.6M

4 holdings

Common Collective Trust

$1.3M

1 holding

Bonds / Notes

$86K

1 holding

U.S. Treasuries

$30K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$5.3M	12.7%
Fidelity Freedom 2025 Mutual Fund	Mutual Funds	—	—	$2.9M	6.9%
Fidelity Freedom 2045 Mutual Fund	Mutual Funds	—	—	$2.6M	6.2%
Fidelity Freedom 2035 Mutual Fund	Mutual Funds	—	—	$2.5M	5.9%
Fidelity Freedom 2040 Mutual Fund	Mutual Funds	—	—	$2.3M	5.4%
Fidelity NASDAQ Composite Index Mutual Fund	Mutual Funds	—	—	$2.2M	5.3%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$2.2M	5.3%
Vanguard Balanced Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$1.8M	4.3%
Fidelity Large Cap Growth Mutual Fund	Mutual Funds	—	—	$1.5M	3.7%
Fidelity Multi-Asset Index Mutual Fund	Mutual Funds	—	—	$1.5M	3.6%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$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	Other securities	—	—	$1.2M	2.8%
Vanguard Value Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$1.1M	2.6%
Fidelity Freedom 2030 Mutual Fund	Mutual Funds	—	—	$1.0M	2.4%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$983K	2.3%
Fidelity Government Money Market Money Market Fund	Mutual Funds	—	—	$935K	2.2%
Vanugard Explorer Fund Admiral Mutual Fund	Other securities	—	—	$880K	2.1%
Fidelity Freedom 2055 Mutual Fund	Mutual Funds	—	—	$798K	1.9%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$794K	1.9%
Fidelity International Capital Appreciation K6 Fund Mutual Fund	Mutual Funds	—	—	$754K	1.8%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$667K	1.6%
Fidelity Freedom 2050 Mutual Fund	Mutual Funds	—	—	$624K	1.5%
Fidelity Freedom 2060 Mutual Fund	Mutual Funds	—	—	$622K	1.5%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$575K	1.4%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$524K	1.2%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$502K	1.2%
PIMCO RAE US Small Fund Instl Mutual Fund	Mutual Funds	—	—	$363K	0.9%
Allspring Special Mid Cap Value R6 Mutual Fund	Other securities	—	—	$313K	0.7%
Fidelity Freedom 2020 Mutual Fund	Mutual Funds	—	—	$254K	0.6%
Templeton Foreign R6 Mutual Fund	Mutual Funds	—	—	$225K	0.5%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$180K	0.4%
C&S Realty Shares Z Mutual Fund	Other securities	—	—	$176K	0.4%
Vanguard High-Yield Corporate Fund Admiral Mutual Fund	Mutual Funds	—	—	$122K	0.3%
Fidelity Freedom 2015 Mutual Fund	Mutual Funds	—	—	$120K	0.3%
Fidelity Freedom 2065 Mutual Fund	Mutual Funds	—	—	$87K	0.2%
Participant loans with interest rates of * Participant Loans 4.25 - 9.50%, maturing through 2032	Bonds / Notes	—	—	$86K	0.2%
Fidelity Inflation-Protection Bond Index Mutual Fund	Mutual Funds	—	—	$83K	0.2%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$47K	0.1%
Dodge & Cox Global Bond Fund Class I Mutual Fund	Mutual Funds	—	—	$45K	0.1%
JPMorgan Government Bond R6 Mutual Fund	U.S. Treasuries	—	—	$30K	<0.1%
Fidelity SAI Sustainable Core Plus Bond Mutual Fund	Mutual Funds	—	—	$24K	<0.1%
TRowe Price International Discovery I Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Vanguard Tax-Managed Balanced Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$6K	<0.1%