Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BETA TECHNOLOGY INC
EIN 76-0440744Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
45
16810 BARKER SPRINGS RD STE 204 - HOUSTON, TX 770845037281-647-9700betatechnologyinc.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 45 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BETA TECHNOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BETA TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BETA TECHNOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.0M | 26 | 2024 | |
| 001 | BETA TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.0M | 19 | 2025 |
Retirement plans