How big is Beltran LLC's plan?

Beltran LLC's plan reported $3K in assets and 7 participants for 2024.

Original filing (PDF)20250722121524NAL0006867314001

Beltran LLC

Name: Beltran LLC — Beltran LLC Retirement Trust, Form 5500 (2024)
Creator: Beltran LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beltran LLC Retirement Trust

401(k) retirement plan · Beltran LLC's Beltran LLC Retirement Trust held $3K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Plan Sponsor signed Beltran LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Beltran LLC's EIN is 74-3026451.

EIN 74-3026451

Plan number 001

Plan year 2024

ACK ID 20250722121524NAL0006867314001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BELTRAN LLC

EIN

all filings

Address

4951 W STATE STREET · ONTARIO, CA · 91762

Phone

(909) 627-6455

Industry

All Other Professional Services· 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

2025-07-22

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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