NISH Patel signed Beacon Investment Management GRO's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Investment Management GRO's EIN is 56-1957961.
Download the official 2023 Form 5500 (PDF) for Beacon Investment Management GRO from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Beacon Investment Management GRO's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
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.
| % of plan | |||
|---|---|---|---|
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $0 | — |
