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Sponsor portfolioTH

HAROLD BECK & SONS, INC.

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

Retirement portfolio analytics

2 plans aggregated / $106.1M assets / 315 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • SHARING RETIREMENT PLAN (#001)67%
  • EMPLOYEE STOCK OWNERSHIP (#002)33%
Total $106.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)172
  • EMPLOYEE STOCK OWNERSHIP (#002)143
Total 315Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $44K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAMES R NELLIGAN & ASSOCIATES LLC100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

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

401k

Assets$70.7M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HAROLD BECK & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$35.4M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HAROLD BECK AND SONS, INC. HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$44K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HAROLD BECK & SONS, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN401k$70.7M1722025
002HAROLD BECK & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$35.4M1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HAROLD BECK AND SONS, INC. HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$44K1392025
Retirement plans
Welfare plans
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