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Original filing (PDF)20250731150533NAL0006238049001
BEACH HAUS, LLC
Form 5500
FILING_RECEIVED
BEACH HAUS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
133
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEACH HAUS, LLC.
Plan sponsor
Name
BEACH HAUS, LLC
EIN
26-2142243
Address
7769 MELROSE AVENUE · LOS ANGELES, CA · 90046
Phone
(323) 466-6616
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
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
BAROLDI GUNDERSON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | -$91 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | — | COLUMBUS, OH | INVESTMENT ADVISORY | $7K | — |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 39-0859910 | MADISON, WI | RIA | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $750 | — |
Investments
50 direct securities· $3.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Fund Group Nw S P 500 Indx Svc | — | — | — | $581K | 17.0% | |
| Nationwide Fund Group Nw Dest 2055 A | — | — | — | $373K | 10.9% | |
| Nationwide Fund Group Nw Dest 2050 A | — | — | — | $230K | 6.7% | |
| Nationwide Fund Group Nw Dest 2045 A | — | — | — | $228K | 6.7% | |
| Nationwide Fund Group Nw Dest 2060 A | — | — | — | $118K | 3.5% | |
| Fidelity Investments Fidadv New Insghts A | — | — | — | $112K | 3.3% | |
| Nationwide Fund Group Nw Gov Mny Mkt Inv | — | — | — | $107K | 3.1% | |
| Parnassus Investments Parnassus Cor Eq Inv | — | — | — | $102K | 3.0% | |
| Nationwide Fund Group Nw Intl Indx A | — | — | — | $96K | 2.8% | |
| J.P. Morgan Investment Mgmt Jpm Lgcap Gr R3 | — | — | — | $87K | 2.5% | |
| Nationwide Fund Group Nw Dest Rtrmt A | — | — | — | $86K | 2.5% | |
| American Funds Group Amfds New Wld R3 | — | — | — | $85K | 2.5% | |
| Ab Funds Ab Lgcap Gr K | — | — | — | $77K | 2.3% | |
| Nationwide Fund Group Nw Dest 2030 A | — | — | — | $76K | 2.2% | |
| American Beacon Funds Ambcn Intl Eq Adv | — | — | — | $67K | 2.0% | |
| Massachusetts Financial Ser Mfs Val A | — | — | — | $66K | 1.9% | |
| Fidelity Investments Fidadv Ttl Bd A ** 146 Goldman Sachs Asset Mgmt Gdmnscs Gqgptnrintloppr A | — | — | — | $65K | 1.9% | |
| Vanguard Vngrd 500 Index Fs As + | — | — | — | $64K | 1.9% | |
| Participant contributions transferred late to the Plan during the year ended (a) December 31, 2024 - | — | — | — | $64K | 1.9% | |
| Nationwide Fund Group Nw Dest 2025 A | — | — | — | $61K | 1.8% | |
| Bny Mellon Investment Mgmt Bnymel Strat Val A | — | — | — | $59K | 1.7% | |
| Investco Invsco Glbl Oppr A ** 342 J.P. Morgan Investment Mgmt Jpm Eq Inc R | — | — | — | $48K | 1.4% | |
| Eaton Vance Funds Ev Atlnta Cap Smid Cap A | — | — | — | $47K | 1.4% | |
| Bny Mellon Investment Mgmt Bnymel Ww Gr A | — | — | — | $39K | 1.2% | |
| Ab Funds Ab Smcap Gr K | — | — | — | $39K | 1.1% | |
| Allspring Global Investments Allspr Spec Mdcap Val A | — | — | — | $38K | 1.1% | |
| Nationwide Fund Group Nw Bd Indx A | — | — | — | $35K | 1.0% | |
| Massachusetts Financial Ser Mfs Mdcap Gr R3 | — | — | — | $34K | 1.0% | |
| Virtus Mutual Funds Virtus Nfj Mdcap Val A | — | — | — | $33K | 1.0% | |
| Lord Abbett Funds Lrdabt Ttl Rtn A | — | — | — | $32K | 0.9% | |
| Bny Mellon Investment Mgmt Bnymel Devlmktrealestsec A | — | — | — | $31K | 0.9% | |
| Nationwide Fund Group Nw Dest 2040 A | — | — | — | $30K | 0.9% | |
| Nationwide Fund Group NW Fixed Select Option | — | — | — | $28K | 0.8% | |
| Pgim Investments Pgim Ttl Rtn Bd R2 | — | — | — | $27K | 0.8% | |
| Investco Invsco Balrskcomdtystrat A | — | — | — | $25K | 0.7% | |
| American Funds Group Amfds Us Govt Sec R3 ** 707 Blackrock Funds Blkrk Infl Prtct Bd Inv A | — | — | — | $24K | 0.7% | |
| J.P. Morgan Investment Mgmt Jpm Smcap Eq R3 | — | — | — | $24K | 0.7% | |
| Massachusetts Financial Ser Mf Ttl Rtn A | — | — | — | $20K | 0.6% | |
| Nationwide Fund Group Nw Dest 2035 A | — | — | — | $20K | 0.6% | |
| Carillon Tower Advisers De Smacap Val A | — | — | — | $17K | 0.5% | |
| Nationwide Fund Group Nw Infl Prtct Sec A | — | — | — | $16K | 0.5% | |
| Pgim Investments Pgim Jnisn Sm Co R2 | — | — | — | $16K | 0.5% | |
| Diamond Hill Funds Diamond Hill Smcap Inv | — | — | — | $15K | 0.4% | |
| Dws Investment Management Americas, Inc.Dws Realest Sec A | — | — | — | $14K | 0.4% | |
| Lord Abbett Funds Lrdabt Hi Yld R4 | — | — | — | $12K | 0.3% | |
| J.P. Morgan Investment Mgmt Jpm Smcap Val R3 | — | — | — | $7K | 0.2% | |
| Pimco Comdtyrealrtnstrat A | — | — | — | $2K | <0.1% | |
| American Funds Group Amfds Cap Wld Bd R3 | — | — | — | $2K | <0.1% | |
| Dws Investment Management Americas, Inc.Dws Rreef Glblrelessec A | — | — | — | $1K | <0.1% | |
| Lazzard Funds Lazard Intl Strat Eq | — | — | — | $1K | <0.1% |
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