Back to filter
Original filing (PDF)20260105082317NAL0006289296001
BEEHIVE EDUCATIONAL SERVICES
Form 5500-SF
FILING_RECEIVED
BEEHIVE ACADEMY 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
137
Accounts w/ balance
75
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEEHIVE EDUCATIONAL SERVICES.
Plan sponsor
Name
BEEHIVE EDUCATIONAL SERVICES
DBA
BEEHIVE SCIENCE AND TECHNOLOGY ACADEMY
EIN
20-0912672
Address
830 EAST 9400 SOUTH · SANDY, UT · 84094
Phone
(801) 576-0070
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-05
Pension benefit codes
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
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 providersRelated plans
Similar-size Educational Services plans
THE MILESTONES GROUP, LLC
THE MILESTONES GROUP, 401(K) AND PROFIT SHARING PLAN
$1.6M · 45 participants
NORTHWEST CHRISTIAN SCHOOLS, INC.
NORTHWEST CHRISTIAN SCHOOLS, INC. 401(K) PLAN
$1.6M · 96 participants
INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION
THE PHILLIPS ACADEMY 403(B)
$1.6M · 19 participants
VISTA COLLEGE PREPARATORY, INC.
VISTA COLLEGE PREP 401(K) PLAN
$1.6M · 200 participants
THE MONTESSORI CHILDRENS CENTER, INC
THE MONTESSORI CHILDREN'S CENTER INC DEFINED CONTRIBUTION RETIREMENT PLAN
$1.6M · 27 participants
MID-ATLANTIC CHRISTIAN UNIVERSITY
MID-ATLANTIC CHRISTIAN UNIVERSITY 401(K) PLAN
$1.6M · 32 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants
