Beams, Llc 401(k) Plan
Sponsored by Beams, Llc · EIN 844172492 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 757
- With balances
- 450
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 |
|---|---|---|
| Great Valley Advisor Group, Llc CRD 123913 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great Valley Advisor Group Inc. | Investment advisory (plan) | $49,104 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $33,795 |
| Tax Sheltered Compensation Inc. | Contract administrator | $20,650 |
| Empower Advisory Group, Llc | Investment management | $5,302 |