Salvatore V Manzo signed Beacon Tri-State Solutions Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Tri-State Solutions Inc.'s EIN is 32-0277555.
Download the official 2024 Form 5500 (PDF) for Beacon Tri-State Solutions Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon Tri-State Solutions Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company | Common Stocks | — | — | $752K | 14.9% | |
| TRANSAMER ASST ALLC-GR PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 055 | Pooled Separate Account | — | — | $752K | 14.9% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $646K | 12.8% | |
| TRANS ASSET ALLOC-MD PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 053 | Pooled Separate Account | — | — | $646K | 12.8% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $480K | 9.5% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $480K | 9.5% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $304K | 6.0% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $304K | 6.0% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $206K | 4.1% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $206K | 4.1% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $185K | 3.7% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $185K | 3.7% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $165K | 3.3% | |
| TRANS ASST ALLC-MOD GR PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 054 | Pooled Separate Account | — | — | $165K | 3.3% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $160K | 3.2% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $160K | 3.2% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $150K | 3.0% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $135K | 2.7% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $135K | 2.7% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $129K | 2.6% | |
| AMER FDS WASHINGTON MTL INVS INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 008 | Pooled Separate Account | — | — | $129K | 2.6% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $125K | 2.5% | |
| DELAWARE IVY SCIENCE & TECH INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | — | — | $125K | 2.5% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $124K | 2.4% | |
| TRANS ASST ALLC-CNSV PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 052 | Pooled Separate Account | — | — | $124K | 2.4% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $115K | 2.3% | |
| AMERICAN FUNDS BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 026 | Pooled Separate Account | — | — | $115K | 2.3% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $114K | 2.3% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $114K | 2.3% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $106K | 2.1% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $106K | 2.1% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $104K | 2.0% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $104K | 2.0% | |
| Participant loans | Participant loans | — | — | $89K | 1.8% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $84K | 1.7% | |
| PGIM JENNISON NATURAL RES INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 084 | Pooled Separate Account | — | — | $84K | 1.7% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $81K | 1.6% | |
| TEMPLETON FOREIGN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 143 | Pooled Separate Account | — | — | $81K | 1.6% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $74K | 1.5% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $74K | 1.5% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $62K | 1.2% | |
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $62K | 1.2% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $52K | 1.0% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $52K | 1.0% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $50K | 1.0% | |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $50K | 1.0% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $49K | 1.0% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $49K | 1.0% | |
| Transamerica Life Insurance Company | Common Stocks | — | — | $49K | 1.0% | |
| TRANSAMERICA PTNR CORE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 435 | Pooled Separate Account | — | — | $49K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
