What public Form 5500 filings show about the Beaton, Inc. 401(k) plan — and how to find and check your own account.
Beaton, Inc. (EIN 42-1221534) reports BEATON, INC. 401(K) PLAN on its most recent Form 5500, with $3.8M in plan assets across 226 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 Beaton, 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 ADMIN GROUP DBA TAG RESOURCES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Beaton, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES FIN SERVICES ADVISOR, TRANSAMERICA FIN LIFE INSURANCE CO.