How big is BETA Wealth Group's plan?

BETA Wealth Group's plan reported $2.6M in assets and 3 participants for 2024.

Original filing (PDF)20251014100504NAL0003601360001

BETA Wealth Group

Name: BETA Wealth Group — BETA Wealth Group 401(k) Plan, Form 5500 (2024)
Creator: BETA Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BETA Wealth Group 401(k) Plan

401(k) retirement plan · BETA Wealth Group's BETA Wealth Group 401(k) Plan held $2.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

BETA Wealth Group's EIN is 27-1460633.

EIN 27-1460633

Plan number 001

Plan year 2024

ACK ID 20251014100504NAL0003601360001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BETA Wealth Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BETA WEALTH GROUP.

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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