Original filing (PDF)20241014141850NAL0015086707001

BECK PARTNERS HOLDINGS, LLC

Name: BECK PARTNERS HOLDINGS, LLC — BECK PARTNERS HOLDINGS, LLC 401(K) PLAN, Form 5500 (2023)
Creator: BECK PARTNERS HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

BECK PARTNERS HOLDINGS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BECK PARTNERS HOLDINGS, LLC.

Plan sponsor

Name

BECK PARTNERS HOLDINGS, LLC

EIN

47-1668964

Address

125 W. ROMANA ST. #800 · PENSACOLA, FL · 32502

Phone

(850) 477-7044

Industry

Real Estatesee 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

2024-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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 providers

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