Beacon Retirement Planning Group, Inc. 401(k) Plan

The Beacon Retirement Planning Group, Inc. 401(k) on its latest Form 5500

Beacon Retirement Planning Group, Inc. (EIN 20-3172843) reports BEACON RETIREMENT PLANNING GROUP, INC 401(K) PLAN on its most recent Form 5500, with $18K in plan assets across 7 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 Retirement Planning Group, Inc. filing — schedules, fees, and providers.

Who runs the Beacon Retirement Planning Group, Inc. 401(k)?

Beacon Retirement Planning Group, 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 Retirement Planning Group, Inc.HR for the recordkeeper’s name and login.

How to check your Beacon Retirement Planning Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Beacon Retirement Planning 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).