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Original filing (PDF)20250820102116NAL0005405888001
BEYOND, INC.
Form 5500
FILING_RECEIVED
BEYOND 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
552
Accounts w/ balance
1,420
Plan assets (EOY)
$151.1M
Net assets (EOY)
$151.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEYOND, INC..
Plan sponsor
Name
BEYOND, INC.
EIN
87-0634302
Address
433 W ASCENSION WAY · SUITE 300 · MURRAY, UT · 84123
Phone
(801) 947-3100
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $50K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
39 direct securities · 2 pooled funds· $155.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$149.9M
39 holdings
Common Collective Trust
$5.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $21.9M | 14.5% | |
| Fidelity Freedom Index 2050 Fund Premier Class | — | — | — | $16.9M | 11.2% | |
| Fidelity Blue Chip Growth K6 Fund | — | — | — | $15.6M | 10.3% | |
| Fidelity Freedom Index 2045 Fund Premier Class | — | — | — | $14.1M | 9.3% | |
| Fidelity Freedom Index 2055 Fund Premier Class | — | — | — | $12.1M | 8.0% | |
| Cash, Unit Investment Trusts, Mutual Funds, Common Stock, * Fidelity Brokerage Link U.S. Government Securities, Certificates of Deposit, Rights, | — | — | — | $10.4M | 6.9% | |
| Fidelity Freedom Index 2040 Fund Premier Class | — | — | — | $9.9M | 6.5% | |
| Fidelity Freedom Index 2035 Fund Premier Class | — | — | — | $8.5M | 5.6% | |
| Fidelity Contrafund K6 | — | — | — | $7.0M | 4.6% | |
| Great Gray Trust Company Great Gray Galliard Retirement Income Fund | — | — | — | $4.6M | 3.1% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $4.6M | 3.1% | |
| Fidelity Freedom Index 2030 Fund Premier Class | — | — | — | $3.7M | 2.5% | |
| Fidelity Freedom Index 2060 Fund Premier Class | — | — | — | $3.5M | 2.3% | |
| Victory Capital Victory Sycamore Established Value Fund Class R6 | — | — | — | $3.2M | 2.1% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N | — | — | — | $2.5M | 1.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $2.0M | 1.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.7M | 1.1% | |
| JP Morgan Funds JP Morgan Equity Income Fund Class R6 | — | — | — | $1.5M | 1.0% | |
| Janus Henderson Janus Henderson Overseas Fund Class N | — | — | — | $1.5M | 1.0% | |
| Fidelity Balanced Fund | — | — | — | $1.2M | 0.8% | |
| Fidelity Freedom Index 2025 Fund Premier Class | — | — | — | $1.2M | 0.8% | |
| PGIM TOT RET BOND U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| Various Loans to Participants, at 5.25% - 10.50% interest maturing | — | — | — | $908K | 0.6% | |
| Fidelity Strategic Income Fund | — | — | — | $661K | 0.4% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $661K | 0.4% | |
| American Funds American Funds New World Fund Class R6 | — | — | — | $595K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $557K | 0.4% | |
| Janus Henderson Janus Henderson Triton Fund Class N | — | — | — | $540K | 0.4% | |
| JP Morgan Funds Undiscovered Managers Behavioral Value Fund Class R6 | — | — | — | $522K | 0.3% | |
| Beyond, Inc. Common stock of Plan Sponsor | — | — | — | $498K | 0.3% | |
| Fidelity Freedom Index 2070 Fund Premier Class *** 438 * Fidelity Freedom Index Income Fund Premier Class | — | — | — | $371K | 0.2% | |
| Fidelity Asset Manager 85% | — | — | — | $340K | 0.2% | |
| Fidelity Freedom Index 2065 Fund Premier Class | — | — | — | $281K | 0.2% | |
| Cohen and Steers Capital Cohen & Steers Institutional Realty Shares | — | — | — | $276K | 0.2% | |
| JP Morgan Funds JP Morgan Core Bond Fund Class R6 | — | — | — | $243K | 0.2% | |
| Fidelity Freedom Index 2010 Fund Premier Class | — | — | — | $124K | <0.1% | |
| Fidelity Asset Manager 40% | — | — | — | $102K | <0.1% | |
| Fidelity Asset Manager 60% | — | — | — | $77K | <0.1% | |
| Fidelity Freedom Index 2020 Fund Premier Class | — | — | — | $74K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $38K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Premier Class | — | — | — | $24K | <0.1% |