How big is Beckwith & Kuffel's plan?

Beckwith & Kuffel's plan reported $8.8M in assets and 66 participants for 2023.

Original filing (PDF)20250522154634NAL0008864642001

Beckwith & Kuffel

Name: Beckwith & Kuffel — Beckwith & Kuffel 401(k) Profit, Form 5500 (2023)
Creator: Beckwith & Kuffel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beckwith & Kuffel 401(k) Profit Sharing Plan

401(k) retirement plan · Beckwith & Kuffel's Beckwith & Kuffel 401(k) Profit Sharing Plan held $8.8M in plan assets for 66 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Martin Rodriguez signed Beckwith & Kuffel's 2023 Form 5500 as plan administrator.

Martin Rodriguez — 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

Beckwith & Kuffel's EIN is 91-1070967.

EIN 91-1070967

Plan number 002

Plan year 2023

ACK ID 20250522154634NAL0008864642001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Beckwith & Kuffel from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Beckwith & Kuffel's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BECKWITH & KUFFEL.

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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