Original filing (PDF)20250819100631NAL0003620288001

Beacon Point Associates, LLC

Name: Beacon Point Associates, LLC — Beacon Point, Form 5500 (2024)
Creator: Beacon Point Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beacon Point Associates, LLC Cash Balance Plan

Defined-benefit pension plan · Beacon Point Associates, LLC's Beacon Point Associates, LLC Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 46-1142006

Plan number 002

Plan year 2024

ACK ID 20250819100631NAL0003620288001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Beacon Point Associates, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score