# Beta Bionics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/beta-bionics-inc-401k-plan

> Beta Bionics, INC.'s 401(k) plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beta Bionics, INC.

- **Sponsor EIN:** 475386878

- **Sponsor Address:** 11 HUGHES, IRVINE, CA, 92618

- **Plan Type:** 401(k)

- **Total Participants:** 294

- **Total Assets:** $15.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|294|$15.5M|$2.0M|$2.9M|

| 2023|171|$9.3M|$981,171|$1.4M|

| 2022|92|$6.1M|$1.1M|$1.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BENEFIT TRUST COMPANY|CUSTODIAN|—|$11,261|$11,261|

| GUIDELINE, INC.|RECORDKEEPER|$10,616|—|$10,616|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GUIDELINE, INC.](https://planprovider.pro/provider/guideline-inc) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,877

- **Estimated Expense Ratio:** 0.141% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$11,802|$9,942|—|—|—|

| 2023|$7,550|$5,854|—|—|—|

| 2022|$5,769|$5,769|—|—|—|

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