How big is Becker Retirement Group Inc.'s plan?

Becker Retirement Group Inc.'s plan reported $565K in assets and 2 participants for 2022.

Original filing (PDF)20230509122217NAL0027497009001

Becker Retirement Group Inc.

Name: Becker Retirement Group Inc. — Becker Retirement, Form 5500 (2022)
Creator: Becker Retirement Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Becker Retirement Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Becker Retirement Group Inc.'s Becker Retirement Group Inc. 401(k) Profit Sharing Plan & Trust held $565K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$565K

Net assets (EOY)

$565K

Plan identifiers

Becker Retirement Group Inc.'s EIN is 47-1804212.

EIN 47-1804212

Plan number 001

Plan year 2022

ACK ID 20230509122217NAL0027497009001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Becker Retirement Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Becker Retirement Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

BECKER RETIREMENT GROUP INC

EIN

all filings

Address

2950 NORTHUP WAY SUITE 202 · BELLEVUE, WA · 98004

Phone

(425) 822-8282

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator