How big is Beaufort, LLC's plan?

Beaufort, LLC's plan reported $4.3M in assets and 39 participants for 2024.

Original filing (PDF)20250731102915NAL0005120017001

Beaufort, LLC

Name: Beaufort, LLC — Beaufort 401(k) Plan, Form 5500 (2024)
Creator: Beaufort, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beaufort 401(k) Plan

401(k) retirement plan · Beaufort, LLC's Beaufort 401(k) Plan held $4.3M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Deborah Evans signed Beaufort, LLC's 2024 Form 5500 as plan administrator.

Deborah Evans — 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

Beaufort, LLC's EIN is 20-0806555.

EIN 20-0806555

Plan number 001

Plan year 2024

ACK ID 20250731102915NAL0005120017001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BEAUFORT, LLC

EIN

all filings

Address

4433 CORPORATION LANE · SUITE 100 · VIRGINA BEACH, VA · 23462

Phone

(757) 383-6000

Industry

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

2025-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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