BEACON GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the BEACON GROUP, INC. 401(k) plan — and how to find and check your own account.
The BEACON GROUP, INC. 401(k) on its latest Form 5500
BEACON GROUP, INC. (EIN 86-0107976) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON GROUP, INC. on its most recent Form 5500, with $10.7M in plan assets across 414 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 GROUP, INC. filing — schedules, fees, and providers.
Who runs the BEACON GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BEACON GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MMA SECURITIES.
How to check your BEACON GROUP, INC. 401(k)
- Log in to Lincoln Financial’s participant portal (the site on your statements).
- Ask BEACON GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).