How big is Beacon Financial Group's plan?

Beacon Financial Group's plan reported $3.6M in assets and 11 participants for 2025.

Original filing (PDF)20260409130701NAL0021468354001

Beacon Financial Group

Name: Beacon Financial Group — Beacon Financial Group, Form 5500 (2025)
Creator: Beacon Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beacon Financial Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Beacon Financial Group's Beacon Financial Group, Inc. 401(k) Profit Sharing Plan held $3.6M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Anthony Warren signed Beacon Financial Group's 2025 Form 5500 as plan administrator.

Anthony Warren — 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 Financial Group's EIN is 20-8960107.

EIN 20-8960107

Plan number 001

Plan year 2025

ACK ID 20260409130701NAL0021468354001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Beacon Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Beacon Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL GROUP.

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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