AUMdb

Beta Technologies 401(k) Plan

Sponsored by Beta Technologies, Inc. · EIN 831276474 · Plan #001

Total assets
$20.2M
Net assets
$20.2M
Active participants
733
With balances
382

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping $74,640
Plan Integrity Partners, Llc Accounting $14,527
Setaway Accounting $600