How big is Beacon Wealth Management, LLC's plan?

Beacon Wealth Management, LLC's plan reported $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20250818094946NAL0002199042001

Beacon Wealth Management, LLC

Name: Beacon Wealth Management, LLC — Beacon Wealth, Form 5500 (2024)
Creator: Beacon Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beacon Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Beacon Wealth Management, LLC's Beacon Wealth Management 401(k) Profit Sharing Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

John Halterman signed Beacon Wealth Management, LLC's 2024 Form 5500 as plan administrator.

John Halterman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beacon Wealth Management, LLC's EIN is 03-0382124.

EIN 03-0382124

Plan number 001

Plan year 2024

ACK ID 20250818094946NAL0002199042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beacon Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beacon Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEACON WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score