How big is Beeks Financial's plan?

Beeks Financial's plan reported $166K in assets and 5 participants for 2024.

Original filing (PDF)20250926113804NAL0021572498001

Beeks Financial

Name: Beeks Financial — Beeks Financial 401(k) Plan, Form 5500 (2024)
Creator: Beeks Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beeks Financial 401(k) Plan

401(k) retirement plan · Beeks Financial's Beeks Financial 401(k) Plan held $166K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

Plan identifiers

Beeks Financial's EIN is 98-1267972.

EIN 98-1267972

Plan number 001

Plan year 2024

ACK ID 20250926113804NAL0021572498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beeks Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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