How big is Bettina Equities Management LL's plan?

Bettina Equities Management LL's plan reported $6.3M in assets and 87 participants for 2025.

Original filing (PDF)20260424083810NAL0008854912001

Bettina Equities Management LL

Name: Bettina Equities Management LL — Bettina Equities, Form 5500 (2025)
Creator: Bettina Equities Management LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bettina Equities Management LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bettina Equities Management LL's Bettina Equities Management LL 401(k) Profit Sharing Plan & Trust held $6.3M in plan assets for 87 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan identifiers

Bettina Equities Management LL's EIN is 46-1578636.

EIN 46-1578636

Plan number 002

Plan year 2025

ACK ID 20260424083810NAL0008854912001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bettina Equities Management LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bettina Equities Management LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BETTINA EQUITIES MANAGEMENT LL.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score