How big is Beverly Grant, Inc.'s plan?

Beverly Grant, Inc.'s plan reported $3.9M in assets and 38 participants for 2024.

Original filing (PDF)20250703074151NAL0000788466001

Beverly Grant, Inc.

Name: Beverly Grant, Inc. — Beverly-Grant, Inc. Employees', Form 5500 (2024)
Creator: Beverly Grant, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beverly-Grant, Inc. Employees' Retirement Savings Plan

401(k) retirement plan · Beverly Grant, Inc.'s Beverly-Grant, Inc. Employees' Retirement Savings Plan held $3.9M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Heather NOLL for TRPC signed Beverly Grant, Inc.'s 2024 Form 5500 as plan administrator.

Heather NOLL for TRPC — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beverly Grant, Inc.'s EIN is 56-1445266.

EIN 56-1445266

Plan number 001

Plan year 2024

ACK ID 20250703074151NAL0000788466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Beverly Grant, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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