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Original filing (PDF)20250913220011NAL0002218561003
BETA BIONICS, INC.
Form 5500
FILING_RECEIVED
BETA BIONICS 401(K) PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
294
Accounts w/ balance
341
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 41% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETA BIONICS, INC..
Plan sponsor
Name
BETA BIONICS, INC.
EIN
47-5386878
Address
11 HUGHES · IRVINE, CA · 92618
Phone
(949) 403-7341
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $11K | — |
Investments
34 direct securities· $15.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $6.3M | 40.8% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $2.6M | 16.6% | |
| Vanguard Group Bond Index Admiral Mutual Fund | — | — | — | $2.1M | 13.4% | |
| Vanguard Emerging Markets Stock Admiral Mutual Fund | — | — | — | $1.3M | 8.1% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $710K | 4.6% | |
| Vanguard Specialized Div REIT Index Fund Admiral Mutual Fund | — | — | — | $661K | 4.3% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $483K | 3.1% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $475K | 3.1% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $273K | 1.8% | |
| Participant Loans to participants, bearing interest from 5.75% to 9.50% | — | — | — | $111K | 0.7% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $98K | 0.6% | |
| Vanguard Group Mid-Cap Index Admiral Mutual Fund | — | — | — | $84K | 0.5% | |
| Vanguard Group Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $68K | 0.4% | |
| Vanguard Group Small-Cap Index Admiral Mutual Fund | — | — | — | $61K | 0.4% | |
| Vanguard Group Small-Cap Value Index Admiral Mutual Fund | — | — | — | $59K | 0.4% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $45K | 0.3% | |
| Vanguard Group Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $42K | 0.3% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $20K | 0.1% | |
| Vanguard Group INTM BD Index Admiral Mutual Fund | — | — | — | $16K | 0.1% | |
| Vanguard Specialized Div Dividends Apprec Index Admiral Mutual Fund | — | — | — | $13K | <0.1% | |
| Vanguard Group Total Instl Stock Index Admiral Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Group Small-Cap Growth Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Total International Equity Index Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Group International DVD Apprec Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Funds Industrials Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Group FTSE World EX US Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Group Short-term Bond Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |
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