How big is Beachstep Investments LLC's plan?

Beachstep Investments LLC's plan reported $611K in assets and 46 participants for 2025.

Original filing (PDF)20260512111601NAL0006717089001

Beachstep Investments LLC

Name: Beachstep Investments LLC — Avalon Malibu 401(k), Form 5500 (2025)
Creator: Beachstep Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avalon Malibu 401(k) Plan

401(k) retirement plan · Beachstep Investments LLC's Avalon Malibu 401(k) Plan held $611K in plan assets for 46 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$611K

Net assets (EOY)

$611K

People on this filing

Marguertie Decaro signed Beachstep Investments LLC's 2025 Form 5500 as plan administrator.

Marguertie Decaro — 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

Beachstep Investments LLC's EIN is 99-2670050.

EIN 99-2670050

Plan number 001

Plan year 2025

ACK ID 20260512111601NAL0006717089001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Beachstep Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Beachstep Investments LLC'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 BEACHSTEP INVESTMENTS LLC.

Finding similar companies…

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

Knocking points off