Original filing (PDF)20250604120059NAL0008389059001

BEALE INFRASTRUCTURE GROUP, LLC

Name: BEALE INFRASTRUCTURE GROUP, LLC — BEALE INFRASTRUCTURE GROUP 401(K) PLAN, Form 5500 (2024)
Creator: BEALE INFRASTRUCTURE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

BEALE INFRASTRUCTURE GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BEALE INFRASTRUCTURE GROUP, LLC

EIN

99-1509995all filings

Address

300 CRESCENT COURT, SUITE 1810 · DALLAS, TX · 75201

Phone

(972) 993-2823

Industry

Finance & Insurancesee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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