How big is BEAM Consulting and Ventures LLC's plan?

BEAM Consulting and Ventures LLC's plan reported $53K in assets and 25 participants for 2023.

Original filing (PDF)20240509220104NAL0031101969095

BEAM Consulting and Ventures LLC

Name: BEAM Consulting and Ventures LLC — BEAM Consulting, Form 5500 (2023)
Creator: BEAM Consulting and Ventures LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BEAM Consulting and Ventures 401(k) Plan

401(k) retirement plan · BEAM Consulting and Ventures LLC's BEAM Consulting and Ventures 401(k) Plan held $53K in plan assets for 25 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

QIAN LIU signed BEAM Consulting and Ventures LLC's 2023 Form 5500 as plan administrator.

QIAN LIU — 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

BEAM Consulting and Ventures LLC's EIN is 20-8126247.

EIN 20-8126247

Plan number 001

Plan year 2023

ACK ID 20240509220104NAL0031101969095

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BEAM Consulting and Ventures LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BEAM Consulting and Ventures LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEAM CONSULTING AND VENTURES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BEAM CONSULTING AND VENTURES LLC

EIN

all filings

Address

21 WINBURN WAY · ASHLAND, OR · 97520

Phone

(541) 482-0119

Industry

Professional & Technical Services

Plan administrator