AUMdb

Beacon Retirement Savings Plan

Sponsored by Beacon Property Management,Llc. · EIN 611325973 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
136
With balances
195

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
Benefits Plus Other fees $2,642
Kestra Investment Services, Llc Other fees $0
Assuredpartners Capital, Inc. Other fees $0