How big is Beacon Point Associates LLC's plan?

Beacon Point Associates LLC's plan reported $6.1M in assets and 17 participants for 2025.

Original filing (PDF)20260427090714NAL0008454289001

Beacon Point Associates LLC

Name: Beacon Point Associates LLC — Beacon Point, Form 5500 (2025)
Creator: Beacon Point Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beacon Point Associates LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Beacon Point Associates LLC's Beacon Point Associates LLC 401(k) Profit Sharing Plan & Trust held $6.1M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Edward Rojas signed Beacon Point Associates LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beacon Point Associates LLC's EIN is 46-1142006.

EIN 46-1142006

Plan number 001

Plan year 2025

ACK ID 20260427090714NAL0008454289001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Beacon Point Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Beacon Point Associates LLC's plan includes profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEACON POINT ASSOCIATES 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