How big is Befitting YOU's plan?

Befitting YOU's plan reported $1.7M in assets and 50 participants for 2024.

Original filing (PDF)20250718114411NAL0000778051001

Befitting YOU

Name: Befitting YOU — Befitting YOU Retirement Trust, Form 5500 (2024)
Creator: Befitting YOU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Befitting YOU Retirement Trust

401(k) retirement plan · Befitting YOU's Befitting YOU Retirement Trust held $1.7M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kristy Newman signed Befitting YOU's 2024 Form 5500 as plan administrator.

Kristy Newman — 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

Befitting YOU's EIN is 26-1825323.

EIN 26-1825323

Plan number 001

Plan year 2024

ACK ID 20250718114411NAL0000778051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Befitting YOU'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 BEFITTING YOU.

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Plan health score

Above-average plan

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