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  2. BECK, AMSDEN & STALPES, PLLC
Sponsor portfolio

BECK, AMSDEN & STALPES, PLLC

EIN 81-0515468-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
22
610 PROFESSIONAL DRIVE - BOZEMAN, MT 59718406-586-8700
Plans on this EIN
2 filings
#002CashBalance-$2.7M - 10 part#001401k-$894K - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • PROFIT SHARING PLAN (#001)25%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)10
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BECK, AMSDEN & STALPES PLLC CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BECK, AMSDEN & STALPES PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$894K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BECK, AMSDEN & STALPES PLLC CASH BALANCE PLANCashBalance$2.7M102024
001BECK, AMSDEN & STALPES PLLC 401(K) PROFIT SHARING PLAN401k$894K122024
Retirement plans
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