What public Form 5500 filings show about the Beachstep Investments LLC 401(k) plan — and how to find and check your own account.
Beachstep Investments LLC (EIN 99-2670050) reports AVALON MALIBU 401(K) PLAN on its most recent Form 5500, with $611K in plan assets across 46 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Beachstep Investments LLC filing — schedules, fees, and providers.
Beachstep Investments LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Beachstep Investments LLCHR for the recordkeeper’s name and login.
