How big is Beatty, Sandza and Gregory, LLC's plan?

Beatty, Sandza and Gregory, LLC's plan reported $4.0M in assets and 6 participants for 2024.

Original filing (PDF)20250612111605NAL0014727939001

Beatty, Sandza and Gregory, LLC

Name: Beatty, Sandza and Gregory, LLC — Beatty, Sandza, Form 5500 (2024)
Creator: Beatty, Sandza and Gregory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beatty, Sandza, and Gregory, LLC 401(k) Plan

401(k) retirement plan · Beatty, Sandza and Gregory, LLC's Beatty, Sandza, and Gregory, LLC 401(k) Plan held $4.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Beatty, Sandza and Gregory, LLC's EIN is 93-4973245.

EIN 93-4973245

Plan number 001

Plan year 2024

ACK ID 20250612111605NAL0014727939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beatty, Sandza and Gregory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beatty, Sandza and Gregory, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEATTY, SANDZA AND GREGORY, LLC.

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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