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Original filing (PDF)20250905085936NAL0016969153001
BECKET & LEE, LLP
Form 5500
FILING_RECEIVED
BECKET & LEE, LLP EMPLOYEE SAVINGS & PROTECTION PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
110
Accounts w/ balance
134
Plan assets (EOY)
$35.7M
Net assets (EOY)
$35.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Inst'l Index" is 29% of plan.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BECKET & LEE, LLP.
Plan sponsor
Name
BECKET & LEE, LLP
EIN
23-2590912
Address
16 GENERAL WARREN BLVD · MALVERN, PA · 193551245
Phone
(610) 644-7800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
BECKET & LEE, LLP
EIN
23-2590912
City
MALVERN, PA
Phone
(610) 644-7800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS | 16-1503696 | UTICA, NY | RECORDKEEPER | $53K | — |
Investments
23 direct securities · 1 pooled fund· $35.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.5M
23 holdings
Common Collective Trust
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst'l Index | — | — | — | $10.5M | 29.3% | |
| AB US LG CAP GROWTH CIT P1 AMERICAN BEACON · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $7.0M | 19.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $3.1M | 8.7% | |
| Principal Diversified International Fund Institutional Class | — | — | — | $1.9M | 5.4% | |
| Dodge & Cox Income X | — | — | — | $1.6M | 4.4% | |
| American Funds New Perspective R6 | — | — | — | $1.6M | 4.4% | |
| Blackrock Mid Cap Growth Equity K | — | — | — | $1.4M | 3.8% | |
| Vanguard Equity Income Admiral | — | — | — | $1.3M | 3.7% | |
| Neuberger Berman Small Cap Growth R6 | — | — | — | $1.3M | 3.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.0M | 2.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $975K | 2.7% | |
| Victory Sycamore Est Val R6 | — | — | — | $727K | 2.0% | |
| Vanguard Federal Money Market | — | — | — | $727K | 2.0% | |
| American Beacon Small Cap Value | — | — | — | $712K | 2.0% | |
| Vanguard Short Term Bond Index ADM | — | — | — | $437K | 1.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $421K | 1.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $256K | 0.7% | |
| DFA Real Estate Securities | — | — | — | $235K | 0.7% | |
| Vanguard Target Retirement Income | — | — | — | $154K | 0.4% | |
| Vanguard Target Retirement 2055 | — | — | — | $95K | 0.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $52K | 0.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $44K | 0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $11K | <0.1% |