How big is Beesy, LLC's plan?

Beesy, LLC's plan reported $1.6M in assets and 26 participants for 2025.

Original filing (PDF)20260130114335NAL0006760529001

Beesy, LLC

Name: Beesy, LLC — Beesy 401(k) Plan, Form 5500 (2025)
Creator: Beesy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beesy 401(k) Plan

401(k) retirement plan · Beesy, LLC's Beesy 401(k) Plan held $1.6M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Wendi Newton signed Beesy, LLC's 2025 Form 5500 as plan administrator.

Wendi Newton — 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

Beesy, LLC's EIN is 82-4494026.

EIN 82-4494026

Plan number 001

Plan year 2025

ACK ID 20260130114335NAL0006760529001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Beesy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEESY, 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

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

Plan sponsor

Name

BEESY, LLC

EIN

all filings

Address

68 BEEKMAN ROAD · SUMMIT, NJ · 07901

Phone

(609) 223-5224

Industry

Professional & Technical Services

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES, LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-01-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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