Beyond Finance, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Beyond Finance, LLC (EIN 274222275)
  • Plan Type: 401(k)
  • Total Participants: 2,366
  • Total Assets: $39.7M
  • Sponsor State: IL

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,366$39.7M$4.3M$8.5M
20231,734$24.8M$3.0M$6.0M
20221,048$12.1M$1.5M$3.1M

Service Providers

  • FORVIS MAZARS, LLP — Accountant / Independent Qualified Public Accountant

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