Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BECK GROUP
EIN 93-1123337paper & forest productsLatest filing 2025
Plans
3
Retirement
2
$7.0M assets
Welfare
1
Participants
21
13500 SW 72ND AVE STE 250 - PORTLAND, OR 972238013503-684-3406beckgroupconsulting.comLinkedIn1-10 employeespaper & forest products
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 18 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#001
THE BECK GROUP 401K PROFIT SHARING PLAN
401k
Assets$3.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE BECK GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE BECK GROUP CAFETERIA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BECK GROUP 401K PROFIT SHARING PLAN | 401k | $3.8M | 12 | 2025 | |
| 003 | THE BECK GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.2M | 6 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BECK GROUP CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans