BETH Crouser signed Beacon Property Management,LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Property Management,LLC.'s EIN is 61-1325973.
Download the official 2024 Form 5500 (PDF) for Beacon Property Management,LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon Property Management,LLC.'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 |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES, LLC | 74-2794194 | — | ADVISOR | $0 | — |
| ASSUREDPARTNERS CAPITAL, INC. | 45-2712335 | — | ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS PLUS | 61-1104063 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya JPMorgan US Equity Fund R6 29,090 Shares | Other securities | — | — | $1.7M | 26.2% | |
| Voya Franklin DynaTech Fund R6 14,440 Shares | Mutual Funds | — | — | $623K | 9.7% | |
| Voya Fidelity Advisor Value Fund Z 24,473 Shares | Mutual Funds | — | — | $497K | 7.8% | |
| Voya American Funds Strat Bnd Fd R6 48,769 Shares | Mutual Funds | — | — | $451K | 7.1% | |
| Voya MyCompass Amer Fds 2040 Fd R 33,250 Shares | Other securities | — | — | $375K | 5.9% | |
| Voya MyCompass Amer Fds 2050 Fd R 29,031 Shares | Other securities | — | — | $327K | 5.1% | |
| Voya MyCompass Amer Fds 2030 Fd R 19,461 Shares | Other securities | — | — | $216K | 3.4% | |
| Voya BNY Mellon Intl Stock Fnd Y 19,561 Shares | Other securities | — | — | $202K | 3.2% | |
| Voya Vangrd Dev Mkts Index Fd Adm 12,546 Shares | Other securities | — | — | $199K | 3.1% | |
| Voya Fidelity 500 Index Fund 7,845 Shares | Common Collective Trusts | — | — | $187K | 2.9% | |
| Voya Vangrd Growth Index Fund Adm 3,825 Shares | Common Collective Trusts | — | — | $187K | 2.9% | |
| Voya PIMCO RAE US Small Ins 12,711 Shares | Mutual Funds | — | — | $177K | 2.8% | |
| Voya MyCompass Amer Fds 2060 Fd R 12,516 Shares | Other securities | — | — | $141K | 2.2% | |
| Participant Loans Interest Rate of 4.25% to 9.50% | Bonds / Notes | — | — | $140K | 2.2% | |
| Voya MyCompass Amer Fds 2045 Fd R 11,841 Shares | Other securities | — | — | $134K | 2.1% | |
| Participant loans Maturities ranging from February 2025 through May 2029; interest rates from 5.75% to 9.50% | Bonds / Notes | — | — | $130K | 2.0% | |
| Voya BlkRck Strat Global Bond K 9 Shares ** 94 * Voya Cohen&Steers Inst Rl Shares 4,445 Shares | Other securities | — | — | $116K | 1.8% | |
| General Investment Contracts * Voya Fixed Account (4450) 10,356 Shares | Other securities | — | — | $115K | 1.8% | |
| Voya Fidelity Adv Foc Emr Mkts Fd Z 8,679 Shares | Mutual Funds | — | — | $114K | 1.8% | |
| Voya MyCompass Amer Fds 2055 Fd R 9,129 Shares | Other securities | — | — | $102K | 1.6% | |
| Voya MyCompass Amer Fds 2035 Fd R 7,359 Shares | Other securities | — | — | $82K | 1.3% | |
| Voya Vangrd Md-Cap Grw Index Fd Adm 1,811 Shares | Other securities | — | — | $65K | 1.0% | |
| Voya MssMtl Sm Cap Opp F I 3,585 Shares | Other securities | — | — | $65K | 1.0% | |
| s (continued) * Voya MyCompass Amer Fds 2025 Fd R 3,887 Shares | Pooled Separate Accounts | — | — | $43K | 0.7% | |
| Voya MyCompass Amer Fds 2020 Fd R 3,726 Shares | Other securities | — | — | $42K | 0.7% | |
| Voya MyCompass Amer Fds 2065 Fd R 2,767 Shares | Other securities | — | — | $33K | 0.5% | |
| Voya Vangrd Mid-Cap Index Fund Adm 804 Shares | Common Collective Trusts | — | — | $25K | 0.4% | |
| Voya DFA US Small Cap Portfolio Ins 573 Shares | Mutual Funds | — | — | $23K | 0.4% | |
| Voya American Funds Con G&I Pt R6 19 Shares ** 331 * Voya American Funds Nw Prspctv R6 410 Shares | Mutual Funds | — | — | $17K | 0.3% | |
| Voya MyCompass Amer Fds 2015 Fd R 1,069 Shares | Other securities | — | — | $12K | 0.2% | |
| s * Voya Gv Mny Mkt F A (Hld Acct) | Pooled Separate Accounts | — | — | $12K | 0.2% | |
| Voya MyCompass Amer Fds 2010 Fd R 685 Shares | Other securities | — | — | $8K | 0.1% | |
| American Funds Income Fnd R6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Voya American Funds The Inc of Amer R6 74 Shares | Mutual Funds | — | — | $2K | <0.1% | |
| Voya Vangrd Mid-Cap Vl Indx Fnd Adm 10 Shares ** 283 * Voya Vangrd Ultra Shrt Trm Bd Adm 168 shares | Other securities | — | — | $2K | <0.1% | |
| Voya American Funds Am Balanced R6 3 Shares ** 86 * Voya American Funds Bond Fd Am R6 19 Shares ** 246 * Voya American Funds Cap Inc Bld R6 33 Shares ** 764 * Voya American Funds Cap Wld G&I R6 33 Shares | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| TPA |
| $3K |
| — |
