Jeremy MOSS signed Beach HAUS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beach HAUS, LLC's EIN is 26-2142243.
Download the official 2024 Form 5500 (PDF) for Beach HAUS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beach HAUS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $750 | — |
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | -$91 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Fund Group Nw S P 500 Indx Svc | Common Stocks | — | — | $581K | 17.0% | |
| Nationwide Fund Group Nw Dest 2055 A | Common Stocks | — | — | $373K | 10.9% | |
| Nationwide Fund Group Nw Dest 2050 A | Common Stocks | — | — | $230K | 6.7% | |
| Nationwide Fund Group Nw Dest 2045 A | Common Stocks | — | — | $228K | 6.7% | |
| Nationwide Fund Group Nw Dest 2060 A | Common Stocks | — | — | $118K | 3.5% | |
| Fidelity Investments Fidadv New Insghts A | Mutual Funds | — | — | $112K | 3.3% | |
| Nationwide Fund Group Nw Gov Mny Mkt Inv | Common Stocks | — | — | $107K | 3.1% | |
| Parnassus Investments Parnassus Cor Eq Inv | Other securities | — | — | $102K | 3.0% | |
| Nationwide Fund Group Nw Intl Indx A | Common Stocks | — | — | $96K | 2.8% | |
| J.P. Morgan Investment Mgmt Jpm Lgcap Gr R3 | Other securities | — | — | $87K | 2.5% | |
| Nationwide Fund Group Nw Dest Rtrmt A | Common Stocks | — | — | $86K | 2.5% | |
| American Funds Group Amfds New Wld R3 | Mutual Funds | — | — | $85K | 2.5% | |
| Ab Funds Ab Lgcap Gr K | Other securities | — | — | $77K | 2.3% | |
| Nationwide Fund Group Nw Dest 2030 A | Common Stocks | — | — | $76K | 2.2% | |
| American Beacon Funds Ambcn Intl Eq Adv | Other securities | — | — | $67K | 2.0% | |
| Massachusetts Financial Ser Mfs Val A | Mutual Funds | — | — | $66K | 1.9% | |
| Fidelity Investments Fidadv Ttl Bd A ** 146 Goldman Sachs Asset Mgmt Gdmnscs Gqgptnrintloppr A | Mutual Funds | — | — | $65K | 1.9% | |
| Vanguard Vngrd 500 Index Fs As + | Common Collective Trusts | — | — | $64K | 1.9% | |
| Participant contributions transferred late to the Plan during the year ended (a) December 31, 2024 - | Other securities | — | — | $64K | 1.9% | |
| Nationwide Fund Group Nw Dest 2025 A | Common Stocks | — | — | $61K | 1.8% | |
| Bny Mellon Investment Mgmt Bnymel Strat Val A | Other securities | — | — | $59K | 1.7% | |
| Investco Invsco Glbl Oppr A ** 342 J.P. Morgan Investment Mgmt Jpm Eq Inc R | Common Stocks | — | — | $48K | 1.4% | |
| Eaton Vance Funds Ev Atlnta Cap Smid Cap A | Other securities | — | — | $47K | 1.4% | |
| Bny Mellon Investment Mgmt Bnymel Ww Gr A | Other securities | — | — | $39K | 1.2% | |
| Ab Funds Ab Smcap Gr K | Other securities | — | — | $39K | 1.1% | |
| Allspring Global Investments Allspr Spec Mdcap Val A | Other securities | — | — | $38K | 1.1% | |
| Nationwide Fund Group Nw Bd Indx A | Common Stocks | — | — | $35K | 1.0% | |
| Massachusetts Financial Ser Mfs Mdcap Gr R3 | Mutual Funds | — | — | $34K | 1.0% | |
| Virtus Mutual Funds Virtus Nfj Mdcap Val A | Other securities | — | — | $33K | 1.0% | |
| Lord Abbett Funds Lrdabt Ttl Rtn A | Mutual Funds | — | — | $32K | 0.9% | |
| Bny Mellon Investment Mgmt Bnymel Devlmktrealestsec A | Other securities | — | — | $31K | 0.9% | |
| Nationwide Fund Group Nw Dest 2040 A | Common Stocks | — | — | $30K | 0.9% | |
| Nationwide Fund Group NW Fixed Select Option | Common Stocks | — | — | $28K | 0.8% | |
| Pgim Investments Pgim Ttl Rtn Bd R2 | Other securities | — | — | $27K | 0.8% | |
| Investco Invsco Balrskcomdtystrat A | Other securities | — | — | $25K | 0.7% | |
| American Funds Group Amfds Us Govt Sec R3 ** 707 Blackrock Funds Blkrk Infl Prtct Bd Inv A | Mutual Funds | — | — | $24K | 0.7% | |
| J.P. Morgan Investment Mgmt Jpm Smcap Eq R3 | Other securities | — | — | $24K | 0.7% | |
| Massachusetts Financial Ser Mf Ttl Rtn A | Other securities | — | — | $20K | 0.6% | |
| Nationwide Fund Group Nw Dest 2035 A | Common Stocks | — | — | $20K | 0.6% | |
| Carillon Tower Advisers De Smacap Val A | Other securities | — | — | $17K | 0.5% | |
| Nationwide Fund Group Nw Infl Prtct Sec A | Common Stocks | — | — | $16K | 0.5% | |
| Pgim Investments Pgim Jnisn Sm Co R2 | Common Stocks | — | — | $16K | 0.5% | |
| Diamond Hill Funds Diamond Hill Smcap Inv | Other securities | — | — | $15K | 0.4% | |
| Dws Investment Management Americas, Inc.Dws Realest Sec A | Common Stocks | — | — | $14K | 0.4% | |
| Lord Abbett Funds Lrdabt Hi Yld R4 | Mutual Funds | — | — | $12K | 0.3% | |
| J.P. Morgan Investment Mgmt Jpm Smcap Val R3 | Other securities | — | — | $7K | 0.2% | |
| Pimco Comdtyrealrtnstrat A | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Group Amfds Cap Wld Bd R3 | Mutual Funds | — | — | $2K | <0.1% | |
| Dws Investment Management Americas, Inc.Dws Rreef Glblrelessec A | Common Stocks | — | — | $1K | <0.1% | |
| Lazzard Funds Lazard Intl Strat Eq | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| COLUMBUS, OH |
| INVESTMENT ADVISORY |
| $7K |
| — |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 39-0859910 | MADISON, WI | RIA | $4K | — |
