Original filing (PDF)20240719080418NAL0003749507001

THE BEALE HOUSE LLC

Name: THE BEALE HOUSE LLC — THE BEALE HOUSE LLC 401K PLAN, Form 5500 (2023)
Creator: THE BEALE HOUSE LLC

Form 5500-SF

FILING_RECEIVED

THE BEALE HOUSE LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BEALE HOUSE LLC.

Plan sponsor

Name

THE BEALE HOUSE LLC

EIN

46-5596481

Address

2 STATE STREET SUITE 1400 · ROCHESTER, NY · 14614

Phone

(585) 546-8430

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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