AUMdb

Beacon Hill At Eastgate Retirement Savings Plan

Sponsored by Beacon Hill At Eastgate · EIN 381586704 · Plan #002

Total assets
$4.2M
Net assets
$4.2M
Active participants
160
With balances
109

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Life Insurance Recordkeeping, Participant loan processing, Investment management fees (indirect) $31,060
Mesirow Financial, Inc Investment advisory (plan) $833