Plan Ledger DOL Form 5500 · updated monthly

Beta Technologies401(k)

BETA TECHNOLOGIES 401(K) PLAN · SOUTH BURLINGTON, VT · plan year 2025

Reported admin expense ratio · 2025
0.48%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Beta Technologies reported $126,914 in plan administrative expenses for 2025: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.69% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 56th-largest of 230 plans among Vermont employers on file, and the 4,226th of 13,661 in manufacturing. In 2025, employees put in $1478.00 for every $1.00 the employer contributed; active participation has grown from 399 to 873 since 2022.

Plan summary
Net assets, end of year$32,610,062
Participants with balances469
Active participants873
Employer contributions$3,905
Employee contributions$5,771,585
Employer contribution per active participant$4
Average account balance$69,531
Benefits paid to participants$1,447,598
Plan auditUnmodified (clean) audit opinion
AuditorMCSOLEY MCCOY & COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$32.6M · 469 accts · $4K emplr
2024$20.2M · 382 accts · $98 emplr
2023$11.7M · 275 accts
2022$5.8M · 198 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$114,237
Total administrative$126,914
The Beta Technologies 401(k) match · 2025
Employer contribution per active participant$4
Median for plans this size$2,666
2025$4 per active participant
2024$0 per active participant

Beta Technologies's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping$114,237
PLAN INTEGRITY PARTNERS, LLC · Accounting / audit$12,188

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$126,914 · 0.48%
2024$89,783 · 0.56%
2023$43,442 · 0.50%
2022$30,859 · 0.69%
Same employer
Similar plansManufacturing · Vermont
Nolato Gw, Inc. VT$45.9M · 0.14%
G. S. Precision, Inc. VT$35.3M · 0.35%
Hayward Tyler, Inc. VT$25.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831276474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.