BETH Scanlon signed BETA Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BETA Group Inc.'s EIN is 05-0398907.
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)BETA Group Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Beta Group, Inc. Common Stock 15,750 Shares of Beta Group, Inc. Common Stock $ 4,515,839 | Common Stocks | — | $4.5M | $29.8M | 98.9% | |
| Spinnaker Trust Cash Reserves Interest-Bearing Cash | Cash / Money Market | — | $114K | $114K | 0.4% | |
| Charles Schwab Cash Reserves Interest-Bearing Cash | Mutual Funds | — | $32K | $32K | 0.1% | |
| Invesco S&P 500 Quality Exchange Traded Funds | Common Collective Trusts | — | $23K | $30K | 0.1% | |
| Fidelity Total Bond ETF Exchange Traded Funds | Mutual Funds | — | $22K | $21K | <0.1% | |
| iShares 7-10 Year Treasury Bond ETF Exchange Traded Funds | U.S. Treasuries | — | $20K | $20K | <0.1% | |
| Schwab US Dividend Equity ETF Exchange Traded Funds | Mutual Funds | — | $12K | $16K | <0.1% | |
| SPDR Portfolio S&P 500 Growth ETF Exchange Traded Funds | Common Collective Trusts | — | $13K | $16K | <0.1% | |
| iShares Core 1-5 Year USD Bond ETF Exchange Traded Funds | Other securities | — | $11K | $12K | <0.1% | |
| iShares MSCI USA Min Vol Factor ETF Exchange Traded Funds | Other securities | — | $6K | $10K | <0.1% | |
| SPDR Portfolio S&P 400 Exchange Traded Funds | Other securities | — | $10K | $10K | <0.1% | |
| Schwab International Exchange Traded Funds | Mutual Funds | — | $10K | $10K | <0.1% | |
| WisdomTree International Hdg Dividend Growth ETF Exchange Traded Funds | Other securities | — | $8K | $10K | <0.1% | |
| WisdomTree Emerging Market Ex STT Exchange Traded Funds | Other securities | — | $8K | $8K | <0.1% | |
| Fidelity Limited Term Bond ETF Exchange Traded Funds | Mutual Funds | — | $7K | $7K | <0.1% | |
| Charles Schwab US REIT Exchange Traded Funds | Mutual Funds | — | $6K | $6K | <0.1% | |
| iShares Broad USD High Yield Exchange Traded Funds | Other securities | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
