How big is BETA Capital Securities, LLC's plan?

BETA Capital Securities, LLC's plan reported $8.0M in assets and 30 participants for 2024.

Original filing (PDF)20250703160222NAL0001169056001

BETA Capital Securities, LLC

Name: BETA Capital Securities, LLC — Creand-BETA Capital, Form 5500 (2024)
Creator: BETA Capital Securities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Creand-BETA Capital 401(k) Plan

401(k) retirement plan · BETA Capital Securities, LLC's Creand-BETA Capital 401(k) Plan held $8.0M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan identifiers

BETA Capital Securities, LLC's EIN is 65-0634050.

EIN 65-0634050

Plan number 001

Plan year 2024

ACK ID 20250703160222NAL0001169056001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BETA Capital Securities, 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 BETA CAPITAL SECURITIES, LLC.

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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