Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan
Sponsored by Beacon Sales Acquisition, Inc. · EIN 364173366 · Plan #001
- Total assets
- $654M
- Net assets
- $654M
- Active participants
- 7,320
- With balances
- 9,305
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $470,191 |
| Schwab Retirement Plan Services, In | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $201,015 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $60,556 |
| Sc And H Attest Services, Pc | Accounting, Direct payment from the plan | $26,900 |
| Truist Bank | Investment management, Direct payment from the plan | $20,187 |
| Arentfox Schiff Llp | Accounting, Legal, Direct payment from the plan | $17,820 |