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Original filing (PDF)20250818144559NAL0000697635001

BEACON ARCHITECTURAL ASSOC. INC.

Form 5500-SF
FILING_RECEIVED
BEACON ARCHITECTURAL ASSOCIATES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
18
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEACON ARCHITECTURAL ASSOC. INC..
Plan sponsor
Name
BEACON ARCHITECTURAL ASSOC. INC.
EIN
04-2316346
Address
145 SOUTH ST · BOSTON, MA · 02111
Phone
(617) 357-7171
Industry
Professional & Technical Servicessee all
Plan administrator
Name
BEACON ARCHITECTURAL ASSOC. INC.
EIN
04-2316346
City
BOSTON, MA
Phone
(617) 357-7171
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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