Original filing (PDF)20250924122339NAL0008133408001

BEI STEEL, INC.

Name: BEI STEEL, INC. — BEI STEEL, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: BEI STEEL, INC.

Form 5500-SF

FILING_RECEIVED

BEI STEEL, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEI STEEL, INC..

Plan sponsor

Name

BEI STEEL, INC.

EIN

20-0816381

Address

1500 20TH STREET · SAN FRANCISCO, CA · 94107

Phone

(415) 661-8623

Industry

Manufacturingsee all

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

2025-09-24

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

VAUGHAN ROOFING AND SHEET METAL LLC

VAUGHAN ROOFING AND SHEET METAL, LLC PROFIT SHARING PLAN AND TRUST

$1.6M · 10 participants

ACE IRON & STEEL CORP.

ACE IRON & STEEL CORP. 401(K) PLAN

$1.6M · 7 participants

XKT ENGINEERING, INC.

XKT ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

$1.6M · 38 participants

BLATTNER STEEL COMPANY

BLATTNER STEEL COMPANY 401(K) PROFIT SHARING PLAN

$1.6M · 21 participants

ZINSMEYER STRUCTURAL STEEL LLC

ZINSMEYER STRUCTURAL STEEL 401(K) PLAN