How big is Beyond Financial Services' plan?

Beyond Financial Services' plan reported $211K in assets and 3 participants for 2024.

Original filing (PDF)20250919115643NAL0002972960001

Beyond Financial Services

Name: Beyond Financial Services — Millar Financial Group, Form 5500 (2024)
Creator: Beyond Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Millar Financial Group Retirement Plan

401(k) retirement plan · Beyond Financial Services' Millar Financial Group Retirement Plan held $211K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

Plan identifiers

Beyond Financial Services' EIN is 84-3992926.

EIN 84-3992926

Plan number 001

Plan year 2024

ACK ID 20250919115643NAL0002972960001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Beyond Financial Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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