How big is Becker Financial Services, Inc. DBA's plan?

Becker Financial Services, Inc. DBA's plan reported $225K in assets and 4 participants for 2025.

Original filing (PDF)20260325092244NAL0003535137001

Becker Financial Services, Inc. DBA

Name: Becker Financial Services, Inc. DBA — Becker Financi, Form 5500 (2025)
Creator: Becker Financial Services, Inc. DBA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Becker Financial Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Becker Financial Services, Inc. DBA's Becker Financial Services, Inc. 401(k) Profit Sharing Plan held $225K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Mark Becker signed Becker Financial Services, Inc. DBA's 2025 Form 5500 as plan administrator.

Mark Becker — 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

Becker Financial Services, Inc. DBA's EIN is 87-3892495.

EIN 87-3892495

Plan number 001

Plan year 2025

ACK ID 20260325092244NAL0003535137001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Becker Financial Services, Inc. DBA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Becker Financial Services, Inc. DBA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

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.

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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