What public Form 5500 filings show about the Beacon Credit Union, Inc. 401(k) plan — and how to find and check your own account.
Beacon Credit Union, Inc. (EIN 54-0606388) reports BEACON CREDIT UNION, INC. 401(K) PLAN on its most recent Form 5500, with $4.2M in plan assets across 85 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 Beacon Credit Union, Inc. filing — schedules, fees, and providers.
Beacon Credit Union, Inc.’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 Beacon Credit Union, Inc.HR for the recordkeeper’s name and login.