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Original filing (PDF)20250909130715NAL0043502210001
BEAMERY, INC.
Form 5500
FILING_RECEIVED
BEAMERY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
131
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEAMERY, INC..
Plan sponsor
Name
BEAMERY, INC.
EIN
33-1231055
Address
440 NORTH BARRANCA AVENUE SUITE 935 · COVINA, CA · 91723
Phone
(798) 454-1447
Industry
Admin Support & Waste Mgmtsee 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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Investments
28 direct securities · 1 pooled fund· $3.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.7M
28 holdings
Common Collective Trust
$22K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $557K | 15.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $465K | 12.6% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $421K | 11.4% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $396K | 10.7% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $313K | 8.5% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $284K | 7.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $280K | 7.6% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $180K | 4.9% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $156K | 4.2% | |
| Calvert US Large Cap Core Responsible Index Fund R6 Mutual Fund | — | — | — | $85K | 2.3% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $71K | 1.9% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $70K | 1.9% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $67K | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $59K | 1.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $43K | 1.2% | |
| MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $35K | 0.9% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $28K | 0.8% | |
| PGIM High-Yield Fund Class R6 Mutual Fund | — | — | — | $26K | 0.7% | |
| COHEN & STEERS US REALTY FD CLASS P COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $22K | 0.6% | |
| PIMCO RAE US Small Fund Institutional Class Mutual Fund | — | — | — | $21K | 0.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $19K | 0.5% | |
| American Funds New World Class R6 Mutual Fund | — | — | — | $17K | 0.5% | |
| EI Fixed Account - Series Class I Fixed Annuity | — | — | — | $16K | 0.4% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund | — | — | — | $15K | 0.4% | |
| Buffalo Small Cap Institutional Fund Mutual Fund | — | — | — | $12K | 0.3% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | — | — | — | $9K | 0.2% | |
| American Funds Bond Fund Of America Mutual Fund | — | — | — | $8K | 0.2% | |
| Schwab Treasury Inflation Protected Securities Index Mutual Fund | — | — | — | $8K | 0.2% | |
| Principal Midcap Value Fund I R6 Mutual Fund | — | — | — | $4K | <0.1% |
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