Nathan Adams signed Beacon Capital Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Capital Partners, LLC's EIN is 04-3506116.
Download the official 2024 Form 5500 (PDF) for Beacon Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | -$66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT | 36-4001764 | — | INVESTMENT ADVISOR | $38K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Spartan 500 Index Fund – Fid Adv Class* Mutual Fund | Common Collective Trusts | — | $78K | $16.0M | 22.3% | |
| Self-Directed Brokerage Accounts Brokerage Link* Brokerage Accounts | Self-Directed Brokerage | — | — | $10.5M | 14.7% | |
| Fidelity Contrafund* Mutual Fund | Mutual Funds | — | $315K | $6.6M | 9.2% | |
| MFS International Value Fund Class R6 Mutual Fund | Mutual Funds | — | $161K | $5.5M | 7.6% | |
| Fidelity Freedom 2035 K6* Mutual Fund | Mutual Funds | — | $349K | $5.4M | 7.6% | |
| Fidelity Extended Market Index Fund* Mutual Fund | Common Collective Trusts | — | $46K | $4.2M | 5.8% | |
| Janus Triton Fund Class T Mutual Fund | Mutual Funds | — | $149K | $3.9M | 5.4% | |
| Fidelity Freedom 2050 K6* Mutual Fund | Mutual Funds | — | $230K | $3.1M | 4.4% | |
| PIMCO RAE US Fund Institutional Class Mutual Fund | Mutual Funds | — | $184K | $2.4M | 3.4% | |
| PIMCO Total Return Fund Admin Class Mutual Fund | Mutual Funds | — | $273K | $2.3M | 3.2% | |
| Fidelity Freedom 2025 K6* Mutual Fund | Mutual Funds | — | $166K | $2.3M | 3.1% | |
| Fidelity Freedom 2045 K6* Mutual Fund | Mutual Funds | — | $105K | $1.4M | 2.0% | |
| Fidelity Freedom 2040 K6* Mutual Fund | Mutual Funds | — | $106K | $1.2M | 1.7% | |
| Fidelity Government Money Market Fund* Mutual Fund | Mutual Funds | — | $1.1M | $1.1M | 1.5% | |
| Fidelity Freedom 2030 K6* Mutual Fund | Mutual Funds | — | $58K | $1.0M | 1.4% | |
| Fidelity Freedom 2055 K6* Mutual Fund | Mutual Funds | — | $64K | $1.0M | 1.4% | |
| MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $35K | $988K | 1.4% | |
| Fidelity Total International Index Fund* Mutual Fund | Common Collective Trusts | — | $59K | $789K | 1.1% | |
| Vanguard Explorer Value Fund Investor Mutual Fund | Mutual Funds | — | $17K | $722K | 1.0% | |
| Fidelity Freedom 2060 K6* Mutual Fund | Mutual Funds | — | $30K | $434K | 0.6% | |
| Notes receivable from participants* 4.25% - 9.50% | Bonds / Notes | — | — | $277K | 0.4% | |
| Fidelity Freedom 2065 K6* Mutual Fund | Mutual Funds | — | $19K | $253K | 0.4% | |
| Fidelity Freedom 2020 K6* Mutual Fund | Mutual Funds | — | $13K | $184K | 0.3% | |
| Fidelity US Bond Index Fund* Mutual Fund | Common Collective Trusts | — | $10K | $101K | 0.1% | |
| Fidelity Freedom 2015 K6* Mutual Fund 227 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | ACCOUNTANT/AUDITOR | $38K | — |
