How big is B.E.A.T., LLC's plan?

B.E.A.T., LLC's plan reported $11.4M in assets and 293 participants for 2024.

Original filing (PDF)20250509140442NAL0008737459001

B.E.A.T., LLC

Name: B.E.A.T., LLC — B.E.A.T., LLC 401(k) Plan, Form 5500 (2024)
Creator: B.E.A.T., LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

B.E.A.T., LLC 401(k) Plan

401(k) retirement plan · B.E.A.T., LLC's B.E.A.T., LLC 401(k) Plan held $11.4M in plan assets for 293 participants in 2024, with Fidelity as recordkeeper.

Active participants

293

Accounts w/ balance

210

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

People on this filing

Matthew Benavides signed B.E.A.T., LLC's 2024 Form 5500 as plan administrator.

Matthew Benavides — 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

B.E.A.T., LLC's EIN is 61-1591002.

EIN 61-1591002

Plan number 001

Plan year 2024

ACK ID 20250509140442NAL0008737459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for B.E.A.T., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

B.E.A.T., LLC'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 B.E.A.T., LLC.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

B.E.A.T., LLC

EIN

all filings

Address

802 E QUINCY · SAN ANTONIO, TX · 78215

Phone

(210) 399-1136

Industry

Professional & Technical Services

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

2025-05-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FROST BANK	74-6036463	—	ADVISOR	$22K	—

Investments

30 direct securities· $11.4M(100% of reported assets)

Common Collective Trusts

$9.3M

18 holdings

Mutual Funds

$1.9M

11 holdings

Bonds / Notes

$163K

1 holding

					% of plan
Fidelity Management Trust Company FID 500 INDEX	Common Collective Trusts	—	—	$1.6M	14.2%
Fidelity Management Trust Company FID FDM IDX 2040 INV	Common Collective Trusts	—	—	$1.2M	10.7%
Fidelity Management Trust Company FID FDM IDX 2030 INV	Common Collective Trusts	—	—	$1.1M	9.8%
Fidelity Management Trust Company FID FDM IDX 2050 INV	Common Collective Trusts	—	—	$876K	7.7%
Fidelity Management Trust Company FID FDM IDX 2035 INV	Common Collective Trusts	—	—	$844K	7.4%
Fidelity Management Trust Company FID FDM IDX 2045 INV	Common Collective Trusts	—	—	$769K	6.8%
Fidelity Management Trust Company FID FDM IDX 2025 INV	Common Collective Trusts	—	—	$678K	6.0%
Fidelity Management Trust Company FID FDM IDX 2055 INV	Common Collective Trusts	—	—	$644K	5.7%
Fidelity Management Trust Company FKLN DYNATECH R6	Mutual Funds	—	—	$543K	4.8%
Fidelity Management Trust Company FID MID CAP IDX	Common Collective Trusts	—	—	$362K	3.2%
Fidelity Management Trust Company FID GOVT MMKT K6	Mutual Funds	—	—	$352K	3.1%
Fidelity Management Trust Company FID SM CAP IDX	Common Collective Trusts	—	—	$348K	3.1%
Fidelity Management Trust Company DFA INF PRT SEC PORT	Mutual Funds	—	—	$335K	2.9%
Fidelity Management Trust Company FID TOTAL MKT IDX	Common Collective Trusts	—	—	$273K	2.4%
Fidelity Management Trust Company FID FDM IDX 2020 INV	Common Collective Trusts	—	—	$215K	1.9%
Fidelity Management Trust Company FID FDM IDX 2060 INV	Common Collective Trusts	—	—	$174K	1.5%
Participant Loans Interest Rates: 3.25% - 9.5%	Bonds / Notes	—	—	$163K	1.4%
Fidelity Management Trust Company AF BALANCED R6	Mutual Funds	—	—	$144K	1.3%
Fidelity Management Trust Company AF EUROPAC GROWTH R6	Mutual Funds	—	—	$127K	1.1%
Fidelity Management Trust Company FID INTL INDEX	Mutual Funds	—	—	$118K	1.0%
Fidelity Management Trust Company FID MID CAP VAL IDX	Common Collective Trusts	—	—	$97K	0.8%
Fidelity Management Trust Company FID SM CAP VAL IDX	Common Collective Trusts	—	—	$90K	0.8%
Fidelity Management Trust Company TCW MW TOT RTN BD I	Mutual Funds	—	—	$89K	0.8%
Fidelity Management Trust Company MFS VALUE R6	Mutual Funds	—	—	$85K	0.8%
Fidelity Management Trust Company FKLN SM CAP GRTH R6	Mutual Funds	—	—	$30K	0.3%
Fidelity Management Trust Company FID FDM IDX 2065 INV	Common Collective Trusts	—	—	$29K	0.3%
Fidelity Management Trust Company MFS MID CAP GRTH R6	Mutual Funds	—	—	$24K	0.2%
Fidelity Management Trust Company LD ABT SH DTN INC R6	Mutual Funds	—	—	$9K	<0.1%
Fidelity Management Trust Company FID FDM IDX 2010 INV	Common Collective Trusts	—	—	$3K	<0.1%
Fidelity Management Trust Company FID FDM IDX INC INV	Common Collective Trusts	—	—	$3K	<0.1%