Employers › Beta Bionics
Recordkeeping fees per participant · Beta Bionics 401(k) Plan · plan year 2024
$5.45
Higher than 4% of the 14,075 plans $10 to 50M that report it.
= $1,860 / 341
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250913220011NAL0002218561003, received 2025-09-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250913220011NAL0002218561003, received 2025-09-13
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-13.
Administrative expenses excluding investment management, per participant
$5.45
Higher than 3% of the 24,371 plans $10 to 50M that report it.
= $1,860 / 341
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250913220011NAL0002218561003, received 2025-09-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250913220011NAL0002218561003, received 2025-09-13
Administrative expenses per participant
$34.61
Higher than 12% of the 25,098 plans $10 to 50M that report it.
= $11,802 / 341
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250913220011NAL0002218561003, received 2025-09-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250913220011NAL0002218561003, received 2025-09-13
Administrative expenses as a share of assets
0.076%
Higher than 17% of the 25,132 plans $10 to 50M that report it.
= $11,802 / $15,533,099
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250913220011NAL0002218561003, received 2025-09-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250913220011NAL0002218561003, received 2025-09-13
Employer contributions per participant
$5,870
Higher than 94% of the 24,050 plans $10 to 50M that report it.
= $2,001,747 / 341
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250913220011NAL0002218561003, received 2025-09-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250913220011NAL0002218561003, received 2025-09-13
Employer share of total contributions
34.6%
Higher than 73% of the 24,084 plans $10 to 50M that report it.
= $2,001,747 / $5,783,458
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250913220011NAL0002218561003, received 2025-09-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250913220011NAL0002218561003, received 2025-09-13
Employer match
“Under the terms of the Plan, the Company matches 100% of the first 6% of employee contributions.”
Form 10-K filed 2026-02-24, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250913220011NAL0002218561003, received 2025-09-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BETA BIONICS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Plan name | BETA BIONICS 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Sponsor EIN / plan number | 47-5386878 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Sponsor location | IRVINE, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Industry (business code) | 621900, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Filing received | 2025-09-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Participants, beginning of year | 206 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Active participants | 294 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Participants, end of year | 343 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Participants with an account balance | 341 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Total assets, beginning of year | $9,309,154 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Total assets, end of year | $15,533,099 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Net assets, end of year | $15,533,099 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Total income | $7,317,760 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Net income | $6,223,945 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Employer contributions | $2,001,747 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Participant contributions | $2,870,199 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Other contributions (incl. rollovers) | $911,512 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Total contributions | $5,783,458 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Benefit payments | $1,080,472 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Total expenses (incl. benefit payments) | $1,093,815 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Total administrative expenses | $11,802 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Recordkeeping fees | $1,860 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Investment advisory and management fees | $9,942 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Administrative expenses excluding investment management | $1,860 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Held in mutual funds | $15,242,382 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250913220011NAL0002218561003, received 2025-09-13 |
| Independent auditor | PENSION ASSURANCE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250913220011NAL0002218561003, received 2025-09-13 |
Position = column in the DOL layout for form year 2024. Filing 20250913220011NAL0002218561003, received 2025-09-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| GUIDELINE, INC.recordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 16 Consulting (general); 26 Investment advisory (participants); 27 Investment advisory (plan); 31 Named fiduciary; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 72 Other investment fees and expenses | $10,616 | no |
| BENEFIT TRUST COMPANY | CUSTODIAN | 18 Custodial (other than securities); 19 Custodial (securities) | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250913220011NAL0002218561003, received 2025-09-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $9,309,154 | $15,533,099 | 66.9% |
| Participants with a balance | 200 | 341 | 70.5% |
| Administrative expenses | $7,550 | $11,802 | 56.3% |
| Recordkeeping fees per participant | $8.48 | $5.45 | -35.7% |
| Employer contributions | $981,171 | $2,001,747 | 104.0% |
Prior filing 20240905220026NAL0000454482011, received 2024-09-05; the plan years are contiguous.
Sponsor name as filed: BETA BIONICS, INC.; SEC registrant: Beta Bionics, Inc. (CIK 1674632, matched by EIN; display name from the Form 10-K cover).