AUMdb

Beacon Converters, Inc. 401(k) Profit Sharing Plan

Sponsored by Beacon Converters, Inc. · EIN 221440652 · Plan #002

Total assets
$9.7M
Net assets
$9.7M
Active participants
136
With balances
148

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Rpcp Investment advisory (plan), Direct payment from the plan $29,763
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $19,214