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  2. Beta Financial Partners

Filings through Oct 24, 2026.

Beta Financial Partners

EIN 84-2745954-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$510K assets
Health & Benefits
0
Participants
6
630 SOUTHPOINTE CT., SUITE 103 - COLORADO SPRINGS, CO 80906719-400-2382
Plans on this EIN
1 filing
#001401(k)-$510K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BETA FINANCIAL PARTNERS 401(K)

401(k)

Assets$510K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BETA FINANCIAL PARTNERS 401(K)401(k)$510K62025
  • BETA FINANCIAL PARTNERS 401(K)$510K
    #001 · 401(k) · 20256
Retirement plans
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