How big is BETA Bionics, Inc.'s plan?

BETA Bionics, Inc.'s plan reported $15.5M in assets and 294 participants for 2024.

Original filing (PDF)20250913220011NAL0002218561003

BETA Bionics, Inc.

Name: BETA Bionics, Inc. — BETA Bionics 401(k) Plan, Form 5500 (2024)
Creator: BETA Bionics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BETA Bionics 401(k) Plan

401(k) retirement plan · BETA Bionics, Inc.'s BETA Bionics 401(k) Plan held $15.5M in plan assets for 294 participants in 2024, with Guideline as recordkeeper.

Signals · 2

41% in single holdingCorrective distributions issued

Active participants

294

Accounts w/ balance

341

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

Plan identifiers

BETA Bionics, Inc.'s EIN is 47-5386878.

EIN 47-5386878

Plan number 001

Plan year 2024

ACK ID 20250913220011NAL0002218561003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BETA Bionics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BETA Bionics, 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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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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

BETA BIONICS, INC.

EIN

all filings

Address

11 HUGHES · IRVINE, CA · 92618

Phone

(949) 403-7341

Industry

Health Care & Social Assistance

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)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$11K	—

Investments

34 direct securities· $15.5M(100% of reported assets)

Mutual Funds

$14.8M

30 holdings

Common Collective Trusts

$671K

3 holdings

Bonds / Notes

$111K

1 holding

					% of plan
Vanguard Group Total Stock Index Admiral Class Mutual Fund	Mutual Funds	—	—	$6.3M	40.8%
Vanguard Funds Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$2.6M	16.6%
Vanguard Group Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$2.1M	13.4%
Vanguard Emerging Markets Stock Admiral Mutual Fund	Mutual Funds	—	—	$1.3M	8.1%
Vanguard Funds Total International Bond Index Mutual Fund	Mutual Funds	—	—	$710K	4.6%
Vanguard Specialized Div REIT Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$661K	4.3%
Vanguard Group Index 500 Admiral Mutual Fund	Mutual Funds	—	—	$483K	3.1%
Vanguard Group Reserve Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$475K	3.1%
Vanguard Group Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$273K	1.8%
Participant Loans to participants, bearing interest from 5.75% to 9.50%	Bonds / Notes	—	—	$111K	0.7%
Vanguard Information Technology Index Admiral Mutual Fund	Mutual Funds	—	—	$98K	0.6%
Vanguard Group Mid-Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$84K	0.5%
Vanguard Group Short-Term Inflation Protected Securities Index Admiral Mutual Fund	Mutual Funds	—	—	$68K	0.4%
Vanguard Group Small-Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$61K	0.4%
Vanguard Group Small-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$59K	0.4%
Vanguard Group Value Index Admiral Mutual Fund	Mutual Funds	—	—	$45K	0.3%
Vanguard Group Mid-Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$42K	0.3%
Vanguard Group Extended Market Index Mutual Fund	Mutual Funds	—	—	$20K	0.1%
Vanguard Group INTM BD Index Admiral Mutual Fund	Mutual Funds	—	—	$16K	0.1%
Vanguard Specialized Div Dividends Apprec Index Admiral Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
Vanguard Group Total Instl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Vanguard Group Small-Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Total International Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
Vanguard Group Large Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
Vanguard Energy Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Utilities Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Health Care Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Materials Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Financials Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Group International DVD Apprec Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Funds Industrials Index Admiral Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard European Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
Vanguard Group FTSE World EX US Index Admiral Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
Vanguard Group Short-term Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$1K	<0.1%