Original filing (PDF)20250718114411NAL0000778051001

BEFITTING YOU

Name: BEFITTING YOU — BEFITTING YOU RETIREMENT TRUST, Form 5500 (2024)
Creator: BEFITTING YOU

Form 5500-SF

FILING_RECEIVED

BEFITTING YOU RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEFITTING YOU.

Plan sponsor

Name

BEFITTING YOU

EIN

26-1825323

Address

1 WILLIAM CARLS DR · COMMERCE TOWNSHIP, MI · 48382

Phone

(248) 937-3895

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

FAMILY FIRST HEALTH CARE- YALE, PLLC

FAMILY FIRST HEALTH CARE YALE 401K PROFIT SHARING PLAN AND TRUST

$1.7M · 16 participants

EMPORA TITLE, INC.

AEGIS TITLE 401(K) PLAN

$1.7M · 39 participants

MILESTONE INC.

MILESTONE INC. 401K PROFIT SHARING PLAN

$1.7M · 25 participants

BREEZER HOLDINGS LLC

BREEZER HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 60 participants

RODRIGUEZ STRATEGIES

RODRIGUEZ STRATEGIES CASH BALANCE PLAN