Beacon Specialized Living Services, Inc.'s EIN is 38-3411707.
Download the official 2024 Form 5500 (PDF) for Beacon Specialized Living Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon Specialized Living Services, 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 | $101K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | TPA | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP L |
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 Transamerica LifeGoal 2050 with BlackRck RetOpt | Common Stocks | — | — | $1.9M | 12.1% | |
| TA BLACKROCK LP INDEX 2050 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $1.9M | 12.1% | |
| Transamerica Life Insurance Company Transamerica LifeGoal 2035 with BlackRck RetOpt | Common Stocks | — | — | $1.8M | 11.6% | |
| A BLACKROCK LP INDEX 2035 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $1.8M | 11.6% | |
| Transamerica Life Insurance Company Transamerica LifeGoal 2040 with BlackRck RetOpt | Common Stocks | — | — | $1.8M | 11.3% | |
| TA BLACKROCK LP INDEX 2040 RET OPT OPTTRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $1.8M | 11.3% | |
| Transamerica Life Insurance Company Transamerica LifeGoal 2030 with BlackRck RetOpt | Common Stocks | — | — | $1.7M | 10.8% | |
| TA BLACKROCK LP INDEX 2030 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $1.7M | 10.8% | |
| Transamerica Life Insurance Company Transamerica LifeGoal 2025 with BlackRck RetOpt | Common Stocks | — | — | $1.6M | 10.4% | |
| TA BLACKROCK LP INDEX 2025 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $1.6M | 10.4% | |
| Transamerica Life Insurance Company Transamerica LifeGoal 2045 with BlackRck RetOpt | Common Stocks | — | — | $1.4M | 9.3% | |
| TA BLACKROCK LP INDEX 2045 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $1.4M | 9.3% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $1.0M | 6.6% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $944K | 6.0% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $825K | 5.3% | |
| TA BLACKROCK LP IDX RETMENT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $609K | 3.9% | |
| STATE STREET RUSSELL LG CP GR IDX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $419K | 2.7% | |
| Transamerica Life Insurance Company Stable Value Core Option | Stable Value | — | — | $330K | 2.1% | |
| STATE STREET U.S. BOND IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $147K | 0.9% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $111K | 0.7% | |
| DFA INF-PROTECTED SEC PRTF RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $108K | 0.7% | |
| STATE STREET RUSSELL SM CP IDX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $78K | 0.5% | |
| STATE STREET RUSSELL SM CP GR IDX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $75K | 0.5% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $72K | 0.5% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $67K | 0.4% | |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $24K | 0.2% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $14K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $637 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 81-3566330 |
| — |
| INVESTMENT ADVISORY |
| $67K |
| — |
