Beech Acres 401(k) Retirement Savings Plan
Sponsored by Beech Acres · EIN 310536663 · Plan #002
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 162
- With balances
- 222
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors, Llc | Investment advisory (participants) | $24,327 |
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $1,450 |