Original filing (PDF)20230509122217NAL0027497009001

BECKER RETIREMENT GROUP INC

Name: BECKER RETIREMENT GROUP INC — BECKER RETIREMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: BECKER RETIREMENT GROUP INC

Form 5500-SF

FILING_RECEIVED

BECKER RETIREMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$565K

Net assets (EOY)

$565K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BECKER RETIREMENT GROUP INC.

Plan sponsor

Name

BECKER RETIREMENT GROUP INC

EIN

47-1804212

Address

2950 NORTHUP WAY SUITE 202 · BELLEVUE, WA · 98004

Phone

(425) 822-8282

Industry