How big is The Beacon Group, LLC's plan?

The Beacon Group, LLC's plan reported $1.8M in assets and 25 participants for 2024.

Original filing (PDF)20251009092434NAL0010654880001

The Beacon Group, LLC

Name: The Beacon Group, LLC — The Beacon Group, LLC 401(k), Form 5500 (2024)
Creator: The Beacon Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Beacon Group, LLC 401(k) Plan

401(k) retirement plan · The Beacon Group, LLC's The Beacon Group, LLC 401(k) Plan held $1.8M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

The Beacon Group, LLC's EIN is 35-2342753.

EIN 35-2342753

Plan number 001

Plan year 2024

ACK ID 20251009092434NAL0010654880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Beacon Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Beacon Group, LLC'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 THE BEACON GROUP, LLC.

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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