How big is Beken Holdings' plan?

Beken Holdings' plan reported $570K in assets and 30 participants for 2023.

Original filing (PDF)20250401124255NAL0013924770001

Beken Holdings

Name: Beken Holdings — Beken Holdings 401(k) Plan, Form 5500 (2023)
Creator: Beken Holdings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beken Holdings 401(k) Plan

401(k) retirement plan · Beken Holdings' Beken Holdings 401(k) Plan held $570K in plan assets for 30 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$570K

Net assets (EOY)

$570K

People on this filing

Shannon Kluth signed Beken Holdings' 2023 Form 5500 as plan administrator.

Shannon Kluth — 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

Beken Holdings' EIN is 84-3677056.

EIN 84-3677056

Plan number 001

Plan year 2023

ACK ID 20250401124255NAL0013924770001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Beken Holdings from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

BEKEN HOLDINGS

EIN

all filings

Address

451 21ST AVE, SUITE B · LONGMONT, CO · 80501

Phone

(303) 444-0573

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-01

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

Southern Trust Corporation

Southern Trust Corp. 401(k) Plan

$570K · 4 participants

Icube Consultancy Services, Inc.

Icube Consultancy Services, Inc. Cash Balance Plan

$573K · 17 participants

Blue Hills Environmental Association

Blue Hills Environmental 401(k) Plan

$575K · 41 participants

Oakwood Capital Partners, LLC

Oakwood Capital Partners, LLC 401(k) Plan

$564K · 11 participants

Americas Consulting Group LLC

Americas Consulting Group LLC 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.