Department of Labor filing

BECKER & POLIAKOFF, P.A.

BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 27, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

20filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,446

Reported employer contributions per active participant.

Higher than about 21% of comparable plans

#People in the filing

312

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$332 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 19% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202420out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions21st percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense19th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BECKER & POLIAKOFF, P.A. reported $451,301 in employer contributions across the plan and 312 active participants. That works out to $1,446 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 8.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 13.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context20/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $451,301
Participant contributions: $2,746,868
Other contributions: $564,634
Employer share of reported contributions: 14.1%
Beginning assets: $46,991,406
Ending assets: $55,234,656
Ending net assets: $55,234,656
Ending liabilities: $0
Total income: $10,160,874
Total expenses: $1,917,624
Administrative expenses: $122,680
Participant loans: $114,068

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,335

2023

$1,372

2024

$1,446

Plan-paid administrative expenses per participant

2022

$292

2023

$265

2024

$332

Active participants

2022

254

2023

295

2024

312

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,446	312	55.2M	20250827093433NAL0009238625001
2023	$1,372	295	47M	20240809153950NAL0011274672001
2022	$1,335	254	39.2M	20230819060735NAL0004942050001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 591640708-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1979
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
DEFINITI	2024	Not reported	unknown
EMPOWER ANNUITY INS CO OF AMERICA	2024	Not reported	unknown
MERRILL LYNCH,PIERCE,FENNER&SMITH	2024	Not reported	unknown
TEMPLETON & COMPANY, LLP	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250827093433NAL0009238625001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗