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Original filing (PDF)20250829074102NAL0006086787001
BEYER SERVICES, LLC
Form 5500
FILING_RECEIVED
BEYER SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
336
Accounts w/ balance
332
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEYER SERVICES, LLC.
Plan sponsor
Name
BEYER SERVICES, LLC
EIN
82-3840525
Address
16110 HOLLISTER STREET · HOUSTON, TX · 770661408
Phone
(281) 587-5900
Industry
Constructionsee 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
2025-08-29
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)
Auditor
RYAN + MANN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOK FINANCIAL ASSET MANAGEMENT INC. | 74-2009441 | — | NONE | $18K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
26 direct securities· $18.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LIFEPATH INDEX 2045 K | — | — | — | $2.7M | 14.0% | |
| BlackRock LIFEPATH INDEX RTRMT K | — | — | — | $2.3M | 11.9% | |
| BlackRock LIFEPATH INDEX 2030 K | — | — | — | $1.8M | 9.2% | |
| BlackRock LIFEPATH INDEX 2040 K | — | — | — | $1.5M | 8.0% | |
| American Funds AMERICAN FD GROWTH FD OF AMERICA R6 | — | — | — | $1.4M | 7.1% | |
| BlackRock LIFEPATH INDEX 2035 K | — | — | — | $1.3M | 7.0% | |
| Fidelity 500 INDEX FD | — | — | — | $1.3M | 6.9% | |
| Vanguard MID CAP INDEX FUND ADMIRAL | — | — | — | $988K | 5.1% | |
| Vanguard SMALL CAP INDEX ADMIRAL SH | — | — | — | $746K | 3.9% | |
| maturing January 2025 through January 2047 -- | — | — | — | $678K | 3.5% | |
| BlackRock LIFEPATH INDEX 2050 K | — | — | — | $674K | 3.5% | |
| Dodge & Cox DODGE & COX STOCK FU | — | — | — | $444K | 2.3% | |
| Dodge & Cox DODGE & COX INCOME F | — | — | — | $442K | 2.3% | |
| First Eagle FIRST EAGLE GLOBAL FUND CL R6 | — | — | — | $439K | 2.3% | |
| BlackRock LIFEPATH INDEX 2055 K | — | — | — | $419K | 2.2% | |
| Oakmark INTL FD INST | — | — | — | $342K | 1.8% | |
| BlackRock LIFEPATH INDEX 2060 K | — | — | — | $335K | 1.7% | |
| Charles Schwab BANK SAVINGS | — | — | — | $286K | 1.5% | |
| Fidelity INTL INDEX FD | — | — | — | $193K | 1.0% | |
| Invesco OPPENHEIMER DEV MKTS R6 | — | — | — | $101K | 0.5% | |
| T. Rowe Price T ROWE PRICE NEW HORIZON FUND I | — | — | — | $66K | 0.3% | |
| BlackRock LIFEPATH INDEX 2065 K | — | — | — | $35K | 0.2% | |
| MFS MID CAP GROWTH CL R6 | — | — | — | $19K | <0.1% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GROWTH R6 | — | — | — | $8K | <0.1% | |
| Party in borrower, lessor, date, rate of interest, collateral, par or maturity Current interest or similar party value Cost value * Charles Schwab GOVERNMENT MONEY FUND | — | — | — | $8K | <0.1% | |
| Vanguard SHORT TERM BD INDEX FD ADM | — | — | — | $2K | <0.1% |
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