What public Form 5500 filings show about the Beacon Sales Acquisition, Inc. 401(k) plan — and how to find and check your own account.
Beacon Sales Acquisition, Inc. (EIN 36-4173366) reports BEACON SALES ACQUISITION, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $653.9M in plan assets across 7,320 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 Sales Acquisition, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Beacon Sales Acquisition, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPITAL GROUP RETIREMENT PLAN SVCS, TRUIST BANK, ARENTFOX SCHIFF LLP, SC AND H ATTEST SERVICES PC, CAPFINANCIAL PARTNERS.
