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  2. Harold Beck & Sons, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Harold Beck & Sons, Inc.

EIN 23-1572268-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$106.1M assets
Health & Benefits
1
$44K premiums
Participants
456
11 TERRY DR. - NEWTOWN, PA 18940215-968-4600haroldbeck.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#001401(k)-$70.7M - 172 part#002ESOP-$35.4M - 143 part#504Mixed-$44K - 139 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $106.1M assets / 315 participants

Assets by plan

Share of aggregate retirement assets

  • SHARING RETIREMENT PLAN (#001)$70.7M
  • EMPLOYEE STOCK OWNERSHIP (#002)$35.4M
Total $106.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)172
  • EMPLOYEE STOCK OWNERSHIP (#002)143
Total 315Select a row to open it

Benefits portfolio analytics

1 plan / $44K premiums / 139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$44K
  • Long-term disability$44K
  • Other$44K
Total $44K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HAROLD BECK & SONS, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

401(k)

Assets$70.7M
Participants172
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HAROLD BECK & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$35.4M
Participants143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

HAROLD BECK AND SONS, INC. HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$44K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HAROLD BECK & SONS, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN401(k)$70.7M1722025
#002HAROLD BECK & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$35.4M1432025
  • HAROLD BECK & SONS, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN$70.7M
    #001 · 401(k) · 2025172
  • HAROLD BECK & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$35.4M
    #002 · ESOP · 2025143

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504HAROLD BECK AND SONS, INC. HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$44K1392025
  • HAROLD BECK AND SONS, INC. HEALTH AND WELFARE PLAN$44K
    #504 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025139
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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