Original filing (PDF)20250714090429NAL0001185504001

MICHAEL A BEACH & ASSOCIATES LLC

Name: MICHAEL A BEACH & ASSOCIATES LLC — MICHAEL A BEACH & ASSOCIATES LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MICHAEL A BEACH & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

MICHAEL A BEACH & ASSOCIATES LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$950K

Net assets (EOY)

$950K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL A BEACH & ASSOCIATES LLC.

Plan sponsor

Name

MICHAEL A BEACH & ASSOCIATES LLC

EIN

22-3541726

Address

205 BIRCHFIELD DRIVE · MOUNT LAUREL, NJ · 08054

Phone

(856) 273-1909

Industry