Back to filter
Original filing (PDF)20250307130209NAL0011664145001
BEARD LEGAL GROUP, P.C.
Form 5500-SF
FILING_RECEIVED
BEARD LEGAL GROUP, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
12
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEARD LEGAL GROUP, P.C..
Plan sponsor
Name
BEARD LEGAL GROUP, P.C.
EIN
81-3129927
Address
PO BOX 1311 · ALTOONA, PA · 166031311
Phone
(814) 943-3304
Industry
Law Offices· Professional & Technical Servicessee all
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
2025-03-07
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
BEST AND FLATT, P.A.
BEST AND FLATT, P.A. 401K) PLAN
$3.8M · 4 participants
FEINGOLD & ALPERT, LLP
FEINGOLD & ALPERT, LLP 401(K) PLAN
$3.8M · 3 participants
THE GIATRAS LAW FIRM, P.L.L.C.
THE GIATRAS LAW FIRM, PLLC, 401(K) PROFIT SHARING PLAN
$3.8M · 6 participants
DALLAS BAR ASSOCIATION
DALLAS BAR ASSOCIATION
$3.8M · 25 participants
SKOUSEN GULBRANDSEN & PATIENCE, PLC
SKOUSEN, GULBRANDSEN & PATIENCE, PLC. 401(K) PLAN
$3.8M · 21 participants
MARLER CLARK, L.L.P., P.S.
MARLER CLARK, L.L.P., P.S. 401(K) PROFIT SHARING PLAN
$3.8M · 17 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B