How big is BEAT FS LLC's plan?

BEAT FS LLC's plan reported $488K in assets and 4 participants for 2025.

Original filing (PDF)20260521225514NAL0005804018001

BEAT FS LLC

Name: BEAT FS LLC — BEAT FS LLC 401(k) Plan, Form 5500 (2025)
Creator: BEAT FS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BEAT FS LLC 401(k) Plan

401(k) retirement plan · BEAT FS LLC's BEAT FS LLC 401(k) Plan held $488K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

People on this filing

Jared Porter signed BEAT FS LLC's 2025 Form 5500 as plan administrator.

Jared Porter — 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

BEAT FS LLC's EIN is 87-2209363.

EIN 87-2209363

Plan number 001

Plan year 2025

ACK ID 20260521225514NAL0005804018001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BEAT FS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BEAT FS LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

BEAT FS LLC

EIN

all filings

Address

310 DUPONT ST · PUNTA GORDA, FL · 33950

Phone

(941) 637-7748

Industry

Finance & Insurance

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-21

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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