How big is Algorithmic Investment Models' plan?

Algorithmic Investment Models' plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20251007150746NAL0008168704001

Algorithmic Investment Models

Name: Algorithmic Investment Models — Beaumont Capital, Form 5500 (2024)
Creator: Algorithmic Investment Models
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beaumont Capital Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Algorithmic Investment Models' Beaumont Capital Management, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Brendan Ryan signed Algorithmic Investment Models' 2024 Form 5500 as plan administrator.

Brendan Ryan — 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

Algorithmic Investment Models' EIN is 84-2668847.

EIN 84-2668847

Plan number 001

Plan year 2024

ACK ID 20251007150746NAL0008168704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Algorithmic Investment Models' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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