Original filing (PDF)20250411220625NAL0013044707007

BEI FAMILY OFFICE, LLC

Name: BEI FAMILY OFFICE, LLC — BEI FAMILY OFFICE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BEI FAMILY OFFICE, LLC

Form 5500-SF

FILING_RECEIVED

BEI FAMILY OFFICE, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEI FAMILY OFFICE, LLC.

Plan sponsor

Name

BEI FAMILY OFFICE, LLC

EIN

93-3538145all filings

Address

904 SAN ANTONIO ST · AUSTIN, TX · 78701

Phone

(307) 277-4044

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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