BEACON WEALTH CONSULTANTS, INC. 401(k) Plan
What public Form 5500 filings show about the BEACON WEALTH CONSULTANTS, INC. 401(k) plan — and how to find and check your own account.
The BEACON WEALTH CONSULTANTS, INC. 401(k) on its latest Form 5500
BEACON WEALTH CONSULTANTS, INC. (EIN 20-3733238) reports BEACON WEALTH CONSULTANTS, INC. 401(K) PLAN on its most recent Form 5500, with $959K in plan assets across 9 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 WEALTH CONSULTANTS, INC. filing — schedules, fees, and providers.
Who runs the BEACON WEALTH CONSULTANTS, INC. 401(k)?
BEACON WEALTH CONSULTANTS, 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 WEALTH CONSULTANTS, INC.HR for the recordkeeper’s name and login.
How to check your BEACON WEALTH CONSULTANTS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BEACON WEALTH CONSULTANTS, 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).