AMY Wroblewski signed Beacon Promotions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Promotions' EIN is 02-0688979.
Download the official 2024 Form 5500 (PDF) for Beacon Promotions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon Promotions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $868K | 18.7% | |
| Fidelity Growth Opportunities Fund | Mutual Funds | — | — | $452K | 9.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $406K | 8.8% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $333K | 7.2% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $319K | 6.9% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $306K | 6.6% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $251K | 5.4% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $194K | 4.2% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $181K | 3.9% | |
| Nuveen Mid Cap Value I | Mutual Funds | — | — | $160K | 3.5% | |
| Alliance Bernstein Small Cap Growth Portfolio Advisory | Other securities | — | — | $159K | 3.4% | |
| BlackRock Equity Dividend Fund | Other securities | — | — | $105K | 2.3% | |
| BlackRock Mid Cap Growth IS | Other securities | — | — | $103K | 2.2% | |
| Cohen & Steers Realty Fund | Other securities | — | — | $94K | 2.0% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $88K | 1.9% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $86K | 1.9% | |
| Calvert Small Cap I | Other securities | — | — | $73K | 1.6% | |
| Participants Participant Loans Rates from 6.25% to 8.50% - | Bonds / Notes | — | — | $68K | 1.5% | |
| Invesco Developing Markets Fund 713 BlackRock High Yield Bond Portfolio | Mutual Funds | — | — | $58K | 1.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $53K | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $50K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $47K | 1.0% | |
| Fidelity Money Market Government Fund | Mutual Funds | — | — | $43K | 0.9% | |
| Columbia Total Return Bond Fund | Other securities | — | — | $35K | 0.8% | |
| Pioneer Short Term Income Fund | Other securities | — | — | $30K | 0.7% | |
| Fidelity International Index | Mutual Funds | — | — | $25K | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $18K | 0.4% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $10K | 0.2% | |
| American Funds Europacific Growth R4 | Mutual Funds | — | — | $10K | 0.2% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $9K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
