The Beach Company Employees' 401(k) Plan
Sponsored by The Beach Company · EIN 570278880 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 349
- With balances
- 452
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 |
|---|---|---|
| Family Wealth Management, Llc CRD 172890 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Family Asset Management Llc | Investment advisory (plan) | $40,869 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,809 |