AUMdb

Beacon Promotions 401(k) Plan

Sponsored by Beacon Promotions · EIN 020688979 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
134
With balances
169

Plan year beginning 01/01/2024 · 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
Cliftonlarsonallen Llp Consulting (general) $5,891
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,156