How big is BEAL Service Corporation's plan?

BEAL Service Corporation's plan reported $53.8M in assets and 253 participants for 2024.

Original filing (PDF)20250724095337NAL0002542355001

BEAL Service Corporation

Name: BEAL Service Corporation — Integrated 401 ( K ) Plan, Form 5500 (2024)
Creator: BEAL Service Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Integrated 401 ( K ) Plan

401(k) retirement plan · BEAL Service Corporation's Integrated 401 ( K ) Plan held $53.8M in plan assets for 253 participants in 2024, with Fidelity as recordkeeper.

Active participants

253

Accounts w/ balance

438

Plan assets (EOY)

$53.8M

Net assets (EOY)

$53.8M

People on this filing

Diana Russell signed BEAL Service Corporation's 2024 Form 5500 as plan administrator.

Diana Russell — 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

BEAL Service Corporation's EIN is 20-0201320.

EIN 20-0201320

Plan number 001

Plan year 2024

ACK ID 20250724095337NAL0002542355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BEAL Service Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BEAL Service Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

29 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

Below-peer total plan cost (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BEAL SERVICE CORPORATION

EIN

all filings

Address

6000 LEGACY DR. · PLANO, TX · 75024

Phone

(469) 467-5000

Industry

Commercial Banking· Finance & Insurance

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

2025-07-24

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

29 direct securities· $53.8M(100% of reported assets)

Mutual Funds

$48.5M

22 holdings

Other securities

$2.8M

3 holdings

Common Collective Trusts

$2.2M

3 holdings

Bonds / Notes

$330K

1 holding

					% of plan
s * Fidelity Investments Fidelity 500 Index Fund N/R	Mutual Funds	—	—	$8.8M	16.4%
Money Market Fund * Fidelity Investments Fidelity Government Money Market K6 N/R	Mutual Funds	—	—	$6.6M	12.3%
Fidelity Investments Fidelity Contrafund - Class K N/R	Mutual Funds	—	—	$5.9M	11.1%
Fidelity Investments Fidelity Freedom 2035 Fund - Class K N/R	Mutual Funds	—	—	$3.9M	7.3%
Fidelity Investments Fidelity Freedom 2040 Fund - Class K N/R	Mutual Funds	—	—	$3.4M	6.4%
Fidelity Investments Fidelity Freedom 2030 Fund - Class K N/R	Mutual Funds	—	—	$3.2M	5.9%
Fidelity Investments Fidelity Blue Chip Growth Fund - Class K N/R	Mutual Funds	—	—	$2.7M	5.0%
Fidelity Investments Fidelity Balanced Fund - Class K N/R	Mutual Funds	—	—	$2.3M	4.3%
Fidelity Investments Fidelity Freedom 2045 Fund - Class K N/R	Mutual Funds	—	—	$2.3M	4.2%
Fidelity Investments Fidelity Total Bond Fund N/R	Mutual Funds	—	—	$1.7M	3.2%
Janus Enterprise Janus Enterprise T Fund N/R	Mutual Funds	—	—	$1.7M	3.1%
Investment Fund * Fidelity Investments Fidelity Freedom 2050 Fund - Class K N/R	Mutual Funds	—	—	$1.5M	2.7%
American Beacon American Beacon Large Capital Value N/R	Other securities	—	—	$1.2M	2.3%
Fidelity Investments Fidelity Freedom 2025 Fund - Class K N/R	Mutual Funds	—	—	$1.1M	2.0%
Fidelity Investments Fidelity Extended Market Index Fund N/R	Common Collective Trusts	—	—	$997K	1.9%
Fidelity Investments Fidelity International Discovery Fund - N/R	Mutual Funds	—	—	$962K	1.8%
Class K Principal Small Capital R5 N/R	Other securities	—	—	$798K	1.5%
Fidelity Investments Fidelity Freedom 2055 Fund - Class K N/R	Mutual Funds	—	—	$784K	1.5%
John Hancock John Hancock Disciplined Value Mid Cap I N/R	Other securities	—	—	$717K	1.3%
Fidelity Investments Fidelity International Index Fund N/R	Common Collective Trusts	—	—	$654K	1.2%
Fidelity Investments Fidelity Freedom 2020 Fund - Class K N/R	Mutual Funds	—	—	$559K	1.0%
Fidelity Investments Fidelity US Bond Index Fund N/R	Common Collective Trusts	—	—	$554K	1.0%
Fidelity Investments Fidelity Freedom 2060 Fund - Class K N/R	Mutual Funds	—	—	$333K	0.6%
Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0	Bonds / Notes	—	—	$330K	0.6%
Fidelity Investments Columbia Small Cap Value II N/R	Mutual Funds	—	—	$264K	0.5%
Fidelity Investments Fidelity Freedom 2015 Fund - Class K N/R	Mutual Funds	—	—	$213K	0.4%
Fidelity Investments Fidelity Freedom 2065 Fund - Class K N/R	Mutual Funds	—	—	$75K	0.1%
Fidelity Investments Fidelity Freedom 2010 Fund - Class K N/R	Mutual Funds	—	—	$74K	0.1%
Fidelity Investments Fidelity Freedom Income Fund - Class K N/R	Mutual Funds	—	—	$30K	<0.1%