Original filing (PDF)20250731092117NAL0005041041001

DAN BEARD

Name: DAN BEARD — 403(B) THRIFT PLAN FOR EMPLOYEES OF DAN BEARD BOY SCOUTS OF AMERICA, Form 5500 (2024)
Creator: DAN BEARD

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF DAN BEARD BOY SCOUTS OF AMERICA

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 DAN BEARD.

Plan sponsor

Name

DAN BEARD

EIN

31-0536651

Address

10078 READING RD · CINCINNATI, OH · 452414833

Phone

(513) 577-7700

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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