How big is Beales LLC's plan?

Beales LLC's plan reported $7.5M in assets and 155 participants for 2025.

Original filing (PDF)20260417132000NAL0019342177001

Beales LLC

Name: Beales LLC — Beales LLC 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: Beales LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beales LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Beales LLC's Beales LLC 401(k) Profit Sharing Plan & Trust held $7.5M in plan assets for 155 participants in 2025.

Signals · 1

No auditor on file

Active participants

155

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

D Jonathan Beale signed Beales LLC's 2025 Form 5500 as plan administrator.

D Jonathan Beale — 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

Beales LLC's EIN is 11-3708895.

EIN 11-3708895

Plan number 001

Plan year 2025

ACK ID 20260417132000NAL0019342177001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Beales LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEALES LLC.

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Plan health score

Average plan with room to improve

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score