How big is BETA Financial Partners' plan?

BETA Financial Partners' plan reported $449K in assets and 4 participants for 2024.

Original filing (PDF)20250723115440NAL0003392817001

BETA Financial Partners

Name: BETA Financial Partners — BETA Financial Partners, Form 5500 (2024)
Creator: BETA Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BETA Financial Partners 401(k)

401(k) retirement plan · BETA Financial Partners' BETA Financial Partners 401(k) held $449K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$449K

Net assets (EOY)

$449K

People on this filing

Brian Boudreau signed BETA Financial Partners' 2024 Form 5500 as plan administrator.

Brian Boudreau — 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

BETA Financial Partners' EIN is 84-2745954.

EIN 84-2745954

Plan number 001

Plan year 2024

ACK ID 20250723115440NAL0003392817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BETA Financial Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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