How big is Beckerman Institutional LLC's plan?

Beckerman Institutional LLC's plan reported $229K in assets and 5 participants for 2024.

Original filing (PDF)20251013105142NAL0002491266001

Beckerman Institutional LLC

Name: Beckerman Institutional LLC — Beckerman Institutiona, Form 5500 (2024)
Creator: Beckerman Institutional LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beckerman Institutional LLC 401(k) Plan

401(k) retirement plan · Beckerman Institutional LLC's Beckerman Institutional LLC 401(k) Plan held $229K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

Plan identifiers

Beckerman Institutional LLC's EIN is 20-5446178.

EIN 20-5446178

Plan number 001

Plan year 2024

ACK ID 20251013105142NAL0002491266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Beckerman Institutional LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BECKERMAN INSTITUTIONAL LLC.

Finding similar companies…

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