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Original filing (PDF)20250925090922NAL0003440291001
BEATON, INC.
Form 5500
FILING_RECEIVED
BEATON, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holding~97 bps in Sched C fees
Active participants
226
Accounts w/ balance
181
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
17 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Transamerica Financial Life Insurance Company MyWayRetirement Index Retirement (1)" is 31% of plan.
- 97 bps in Schedule C fees — 86% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEATON, INC..
Plan sponsor
Name
BEATON, INC.
EIN
42-1221534
Address
5805 COUNCIL ST. NE · CEDAR RAPIDS, IA · 52402
Phone
(319) 378-1127
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $14K | — |
| TRANSAMERICA FIN. LIFE INSURANCE CO | 36-6071399 | — | RECORD KEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN. SERVICES ADVISOR | 59-2937883 | — | INVESTMENT ADVISORY-PLAN | $17K | — |
Investments
1 direct security · 17 pooled funds· $3.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$3.7M
17 holdings
Uncategorized
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX RETIREMENT RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 066 | Pooled Separate Account | — | — | $1.1M | 30.5% | |
| MYWAYRETIREMENT INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 058 | Pooled Separate Account | — | — | $736K | 19.6% | |
| MYWAYRETIREMENT INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 057 | Pooled Separate Account | — | — | $544K | 14.5% | |
| MYWAYRETIREMENT INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 069 | Pooled Separate Account | — | — | $542K | 14.4% | |
| MYWAYRETIREMENT INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 068 | Pooled Separate Account | — | — | $306K | 8.1% | |
| MYWAYRETIREMENT INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 065 | Pooled Separate Account | — | — | $209K | 5.6% | |
| MYWAYRETIREMENT INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 060 | Pooled Separate Account | — | — | $79K | 2.1% | |
| MYWAYRETIREMENT INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 070 | Pooled Separate Account | — | — | $78K | 2.1% | |
| MYWAYRETIREMENT INDEX 2065 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 351 | Pooled Separate Account | — | — | $77K | 2.0% | |
| Transamerica Financial Life Insurance Company Transamerica Stable Value Core Account (1) | — | — | — | $5K | 0.1% | |
| BLACKROCK RUSSELL 2000 INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 054 | Pooled Separate Account | — | — | $1K | <0.1% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $408 | <0.1% | |
| MYWAYRETIREMENT EMERGING MARKETS RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 436 | Pooled Separate Account | — | — | $243 | <0.1% | |
| MYWAYRETIREMENT INTERNAT GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 354 | Pooled Separate Account | — | — | $236 | <0.1% | |
| MYWAYRETIREMENT LARGE CAP GROWTH RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 349 | Pooled Separate Account | — | — | $182 | <0.1% | |
| MYWAYRETIREMENT INTL VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 240 | Pooled Separate Account | — | — | $156 | <0.1% | |
| MYWAYRETIREMENT GLOBAL BOND RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 359 | Pooled Separate Account | — | — | $77 | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 067 | Pooled Separate Account | — | — | $0 | <0.1% |
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