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Original filing (PDF)20250924220158NAL0018096802006
BEAM TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
BEAM TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
233
Accounts w/ balance
427
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Mutual funds" is 46% of plan.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEAM TECHNOLOGIES INC..
Plan sponsor
Name
BEAM TECHNOLOGIES INC.
EIN
37-1764683
Address
80 E RICH STREET · FOURTH FLOOR · COLUMBUS, OH · 43215
Phone
(859) 445-3248
Industry
Finance & Insurancesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $19K | — |
Investments
29 direct securities· $16.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Mutual funds | — | — | — | $7.7M | 45.6% | |
| Vanguard Developed Markets Index Mutual funds | — | — | — | $2.7M | 16.0% | |
| Vanguard Total Bond Market Index Mutual funds | — | — | — | $1.9M | 11.2% | |
| Vanguard Emerging Markets Stock Index Mutual funds | — | — | — | $1.3M | 7.8% | |
| Vanguard Real Estate Index Mutual funds | — | — | — | $677K | 4.0% | |
| Vanguard Total International Bond Index Mutual funds | — | — | — | $624K | 3.7% | |
| Vanguard Information Technology Index Mutual funds | — | — | — | $337K | 2.0% | |
| Vanguard 500 Index Mutual funds | — | — | — | $295K | 1.8% | |
| Vanguard Growth Index Mutual funds | — | — | — | $265K | 1.6% | |
| Participant loans 4.25% - 9.50% | — | — | — | $185K | 1.1% | |
| Vanguard Federal Money Market Fund Mutual funds | — | — | — | $144K | 0.9% | |
| Vanguard Total International Stock Index Mutual funds | — | — | — | $101K | 0.6% | |
| Vanguard Short-Term Bond Index Mutual funds 14 Vanguard Short-Term Inflation-Protected Securities Index Mutual funds | — | — | — | $94K | 0.6% | |
| Vanguard Small-Cap Index Mutual funds | — | — | — | $74K | 0.4% | |
| Vanguard Mid-Cap Index Mutual funds | — | — | — | $69K | 0.4% | |
| Vanguard Materials Index Mutual funds 4 Vanguard Value Index Mutual funds | — | — | — | $57K | 0.3% | |
| Vanguard Industrials Index Mutual funds | — | — | — | $54K | 0.3% | |
| Vanguard Extended Market Index Mutual funds | — | — | — | $45K | 0.3% | |
| Vanguard Dividend Appreciation Index Mutual funds | — | — | — | $38K | 0.2% | |
| Vanguard Long-Term Bond Index Mutual funds 5 Vanguard Small-Cap Value Index Mutual funds | — | — | — | $20K | 0.1% | |
| Vanguard Mid-Cap Value Index Mutual funds | — | — | — | $20K | 0.1% | |
| Vanguard High Dividend Yield Index Mutual funds | — | — | — | $18K | 0.1% | |
| Vanguard Mid-Cap Growth Index Mutual funds | — | — | — | $18K | 0.1% | |
| Vanguard Health Care Index Mutual funds | — | — | — | $16K | <0.1% | |
| Vanguard FTSE Social Index Mutual funds | — | — | — | $11K | <0.1% | |
| Vanguard Financials Index Mutual funds | — | — | — | $9K | <0.1% | |
| Vanguard Communication Services Index Mutual funds | — | — | — | $9K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Mutual funds | — | — | — | $7K | <0.1% | |
| Vanguard Large-Cap Index Mutual funds | — | — | — | $2K | <0.1% |