Employers › Neighborhood Intelligence
Recordkeeping fees per participant · Beyond 401(k) Plan · plan year 2024
$56.30
Higher than 39% of the 5,847 plans $50 to 250M that report it.
= $79,946 / 1,420
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250820102116NAL0005405888001, received 2025-08-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250820102116NAL0005405888001, received 2025-08-20
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-08-20.
Administrative expenses excluding investment management, per participant
$56.72
Higher than 28% of the 8,758 plans $50 to 250M that report it.
= $80,546 / 1,420
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250820102116NAL0005405888001, received 2025-08-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250820102116NAL0005405888001, received 2025-08-20
Administrative expenses per participant
$91.93
Higher than 32% of the 9,042 plans $50 to 250M that report it.
= $130,545 / 1,420
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250820102116NAL0005405888001, received 2025-08-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250820102116NAL0005405888001, received 2025-08-20
Administrative expenses as a share of assets
0.086%
Higher than 32% of the 9,049 plans $50 to 250M that report it.
= $130,545 / $151,073,172
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250820102116NAL0005405888001, received 2025-08-20
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250820102116NAL0005405888001, received 2025-08-20
Employer contributions per participant
$3,074
Higher than 56% of the 9,105 plans $50 to 250M that report it.
= $4,365,698 / 1,420
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250820102116NAL0005405888001, received 2025-08-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250820102116NAL0005405888001, received 2025-08-20
Employer share of total contributions
37.6%
Higher than 72% of the 9,112 plans $50 to 250M that report it.
= $4,365,698 / $11,603,052
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250820102116NAL0005405888001, received 2025-08-20
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250820102116NAL0005405888001, received 2025-08-20
Employer match
“The Plan provides for a safe harbor matching contribution equal to 100% of the first 6% of the Participant's eligible compensation that is deferred.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, contributions · source document
Eligibility
“Employees are eligible to enroll and participate in the Plan subject to meeting the following criteria: (1) one month of service at the Company; and (2) reaching 18 years of age.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, eligibility · source document
Vesting
“Participants are also 100% vested with respect to Company safe harbor matching contributions and earnings on those contributions.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, vesting · source document
Automatic enrollment
“The Plan provides for automatic enrollment of all eligible newly-hired employees at an initial deferral rate of 3% of eligible compensation, unless the employee elects not to make such a contribution to the Plan.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, contributions · 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 · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250820102116NAL0005405888001, received 2025-08-20
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BEYOND, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Plan name | BEYOND 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Sponsor EIN / plan number | 87-0634302 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Sponsor location | MURRAY, UT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Industry (business code) | 454110, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Filing received | 2025-08-20 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Participants, beginning of year | 1,674 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Active participants | 552 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Participants, end of year | 1,478 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Participants with an account balance | 1,420 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Total assets, beginning of year | $139,344,338 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Total assets, end of year | $151,073,172 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Net assets, end of year | $151,073,172 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Total income | $33,451,079 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Net income | $11,728,836 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Employer contributions | $4,365,698 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Participant contributions | $6,599,472 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Other contributions (incl. rollovers) | $637,882 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Total contributions | $11,603,052 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Benefit payments | $21,591,698 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Total expenses (incl. benefit payments) | $21,722,243 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Total administrative expenses | $130,545 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Contract administrator fees | $600 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Recordkeeping fees | $79,946 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Investment advisory and management fees | $49,999 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Administrative expenses excluding investment management | $80,546 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Held in common/collective trusts | $5,804,764 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Held in mutual funds | $137,237,654 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250820102116NAL0005405888001, received 2025-08-20 |
| Independent auditor | KBF CPAS - AUDIT, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250820102116NAL0005405888001, received 2025-08-20 |
Position = column in the DOL layout for form year 2024. Filing 20250820102116NAL0005405888001, received 2025-08-20.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $84,573 | yes |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | 27 Investment advisory (plan) | $49,999 | no |
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 20250820102116NAL0005405888001, received 2025-08-20.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $139,344,338 | $151,073,172 | 8.4% |
| Participants with a balance | 1,613 | 1,420 | -12.0% |
| Administrative expenses | $138,688 | $130,545 | -5.9% |
| Recordkeeping fees per participant | $61.62 | $56.30 | -8.6% |
| Employer contributions | $4,969,961 | $4,365,698 | -12.2% |
Prior filing 20241010142950NAL0021250033001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: BEYOND, INC.; SEC registrant: NEIGHBORHOOD INTELLIGENCE, INC. (CIK 1130713, matched by EIN).