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Original filing (PDF)20250724104553NAL0002574115001
BETANXT, INC.
Form 5500
FILING_RECEIVED
BETANXT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
689
Accounts w/ balance
751
Plan assets (EOY)
$72.9M
Net assets (EOY)
$72.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETANXT, INC..
Plan sponsor
Name
BETANXT, INC.
EIN
88-1708677
Address
C/O CLEARLAKE CAPITAL GROUP · 55 BROADWAY 8TH FLOOR · NEW YORK, NY · 100063008
Phone
(770) 853-3586
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
SIKICH CPA USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $113K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
17 direct securities · 2 pooled funds· $72.7M(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
$67.4M
16 holdings
Common Collective Trust
$2.5M
1 holding
Mutual Funds
$2.1M
1 holding
Pooled Separate Account
$712K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management & Research Fidelity 500 Index Fund | — | — | — | $15.3M | 20.9% | |
| BlackRock Advisors, LLC LifePath Index 2040 Fund Class K | — | — | — | $10.3M | 14.1% | |
| BlackRock Advisors, LLC LifePath Index 2035 Fund Class K | — | — | — | $9.3M | 12.8% | |
| BlackRock Advisors, LLC LifePath Index 2030 Fund Class K | — | — | — | $7.8M | 10.7% | |
| BlackRock Advisors, LLC LifePath Index 2045 Fund Class K | — | — | — | $4.8M | 6.6% | |
| Fidelity Management & Research Mid Cap Index Fund | — | — | — | $3.5M | 4.9% | |
| BlackRock Advisors, LLC LifePath Index 2050 Fund Class K | — | — | — | $3.2M | 4.4% | |
| BlackRock Advisors, LLC LifePath Index Retirement Fund Class K | — | — | — | $3.0M | 4.1% | |
| PIMCO STABLE INCOME FD CL 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $2.5M | 3.5% | |
| Lord Abbett & Co., LLC Total Return R6 Fund | Mutual Funds | — | — | $2.1M | 2.9% | |
| Fidelity Management & Research International Index Fund | — | — | — | $2.0M | 2.7% | |
| BlackRock Advisors, LLC LifePath Index 2055 Fund Class K | — | — | — | $2.0M | 2.7% | |
| Fidelity Management & Research Small Cap Index Fund | — | — | — | $1.9M | 2.6% | |
| BlackRock Advisors, LLC LifePath Index 2060 Fund Class K | — | — | — | $1.4M | 1.9% | |
| Participant loans Interest rates from 4.25% to 10.50% - 0 - | — | — | — | $1.2M | 1.6% | |
| Fidelity Management & Research Emerging Markets Index Fund | — | — | — | $856K | 1.2% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $712K | 1.0% | |
| PIMCO International Bond (USD-Hdg) I Fund | — | — | — | $480K | 0.7% | |
| BlackRock Advisors, LLC LifePath Index 2065 Fund Class K | — | — | — | $345K | 0.5% |