How big is Beardwood & Co LLC's plan?

Beardwood & Co LLC's plan reported $2.9M in assets and 14 participants for 2023.

Original filing (PDF)20240531063639NAL0007558147001

Beardwood & Co LLC

Name: Beardwood & Co LLC — Beardwood & Co Retirement Plan, Form 5500 (2023)
Creator: Beardwood & Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beardwood & Co Retirement Plan

401(k) retirement plan · Beardwood & Co LLC's Beardwood & Co Retirement Plan held $2.9M in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Jason Sophie signed Beardwood & Co LLC's 2023 Form 5500 as plan administrator.

Jason Sophie — 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

Beardwood & Co LLC's EIN is 20-1742654.

EIN 20-1742654

Plan number 001

Plan year 2023

ACK ID 20240531063639NAL0007558147001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Beardwood & Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Beardwood & Co 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 BEARDWOOD & CO LLC.

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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