Back to filter
Original filing (PDF)20231004124842NAL0026330176001
BETH LEE, LTD.
Form 5500-SF
FILING_RECEIVED
BETH LEE, LTD. PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETH LEE, LTD..
Plan sponsor
Name
BETH LEE, LTD.
EIN
36-2784957
Address
21398 PRESCOTT COURT · KILDEER, IL · 60047
Phone
(847) 537-0678
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-11-01
Tax period
2023-09-30
Filed
2023-10-04
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
1H · PBGC-terminated and closed out
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 providersRelated plans
Similar-size Retail Trade plans
SHARON YERRID LLC
CREME DE LA CREME INDIVIDUAL 401K PLAN
$0
DAWNTAYLER BOUTIQUE
DAWNTAYLER BOUTIQUE MCF BENEFIT PLAN
$0
BLUM GROUP LOGISTICS
BLUM GRP INC 401K PLAN
$0
LAJ RETAIL CORP, INC.
LAJ CASH BALANCE PENSION PLAN
$0
DSW, ENJOY THE JOURNEY, LLC
DSW, ENJOY THE JOURNEY, LLC GFB BENEFIT PLAN
$0
WODBOTTOM, LLC
WODBOTTOM 401(K) PLAN
$0
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B