Original filing (PDF)20250611142543NAL0026090192001

BECKER FINANCIAL SERVICES, INC. DBA

Name: BECKER FINANCIAL SERVICES, INC. DBA — BECKER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BECKER FINANCIAL SERVICES, INC. DBA

Form 5500-SF

FILING_RECEIVED

BECKER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

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.

Decision-maker contacts

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

Plan sponsor

Name

BECKER FINANCIAL SERVICES, INC. DBA

EIN

87-3892495

Address

2734 CHANCELLOR DR. #104 · CRESTVIEW HILLS, KY · 41017

Phone

(859) 426-9055

Industry

Finance & Insurancesee all

Plan administrator