Beacon Wealth Management Planning, Inc. 401(k) Plan

The Beacon Wealth Management Planning, Inc. 401(k) on its latest Form 5500

Beacon Wealth Management Planning, Inc. (EIN 46-2987348) reports BEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN on its most recent Form 5500, with $788K in plan assets across 3 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 Management Planning, Inc. filing — schedules, fees, and providers.

Who runs the Beacon Wealth Management Planning, Inc. 401(k)?

Beacon Wealth Management Planning, 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 Management Planning, Inc.HR for the recordkeeper’s name and login.

How to check your Beacon Wealth Management Planning, Inc. 401(k)

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