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Original filing (PDF)20250924101410NAL0006614177001
BEACON PROPERTY MANAGEMENT,LLC.
Form 5500
FILING_RECEIVED
BEACON RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
136
Accounts w/ balance
195
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Voya JPMorgan US Equity Fund R6 29,090 Shares" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEACON PROPERTY MANAGEMENT,LLC..
Plan sponsor
Name
BEACON PROPERTY MANAGEMENT,LLC.
EIN
61-1325973
Address
1244 SOUTH 4TH STREET · LOUISVILLE, KY · 40203
Phone
(502) 634-9830
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
RFH, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES, LLC | 74-2794194 | — | ADVISOR | $0 | — |
| ASSUREDPARTNERS CAPITAL, INC. | 45-2712335 | — | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS PLUS | 61-1104063 | — | TPA | $3K | — |
Investments
36 direct securities· $6.5M(100% of reported assets)
Uncategorized
$6.5M
34 holdings
Pooled Separate Accounts
$55K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya JPMorgan US Equity Fund R6 29,090 Shares | — | — | — | $1.7M | 26.2% | |
| Voya Franklin DynaTech Fund R6 14,440 Shares | — | — | — | $623K | 9.7% | |
| Voya Fidelity Advisor Value Fund Z 24,473 Shares | — | — | — | $497K | 7.8% | |
| Voya American Funds Strat Bnd Fd R6 48,769 Shares | — | — | — | $451K | 7.1% | |
| Voya MyCompass Amer Fds 2040 Fd R 33,250 Shares | — | — | — | $375K | 5.9% | |
| Voya MyCompass Amer Fds 2050 Fd R 29,031 Shares | — | — | — | $327K | 5.1% | |
| Voya MyCompass Amer Fds 2030 Fd R 19,461 Shares | — | — | — | $216K | 3.4% | |
| Voya BNY Mellon Intl Stock Fnd Y 19,561 Shares | — | — | — | $202K | 3.2% | |
| Voya Vangrd Dev Mkts Index Fd Adm 12,546 Shares | — | — | — | $199K | 3.1% | |
| Voya Fidelity 500 Index Fund 7,845 Shares | — | — | — | $187K | 2.9% | |
| Voya Vangrd Growth Index Fund Adm 3,825 Shares | — | — | — | $187K | 2.9% | |
| Voya PIMCO RAE US Small Ins 12,711 Shares | — | — | — | $177K | 2.8% | |
| Voya MyCompass Amer Fds 2060 Fd R 12,516 Shares | — | — | — | $141K | 2.2% | |
| Participant Loans Interest Rate of 4.25% to 9.50% | — | — | — | $140K | 2.2% | |
| Voya MyCompass Amer Fds 2045 Fd R 11,841 Shares | — | — | — | $134K | 2.1% | |
| Participant loans Maturities ranging from February 2025 through May 2029; interest rates from 5.75% to 9.50% | — | — | — | $130K | 2.0% | |
| Voya BlkRck Strat Global Bond K 9 Shares ** 94 * Voya Cohen&Steers Inst Rl Shares 4,445 Shares | — | — | — | $116K | 1.8% | |
| General Investment Contracts * Voya Fixed Account (4450) 10,356 Shares | — | — | — | $115K | 1.8% | |
| Voya Fidelity Adv Foc Emr Mkts Fd Z 8,679 Shares | — | — | — | $114K | 1.8% | |
| Voya MyCompass Amer Fds 2055 Fd R 9,129 Shares | — | — | — | $102K | 1.6% | |
| Voya MyCompass Amer Fds 2035 Fd R 7,359 Shares | — | — | — | $82K | 1.3% | |
| Voya Vangrd Md-Cap Grw Index Fd Adm 1,811 Shares | — | — | — | $65K | 1.0% | |
| Voya MssMtl Sm Cap Opp F I 3,585 Shares | — | — | — | $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 | — | — | — | $42K | 0.7% | |
| Voya MyCompass Amer Fds 2065 Fd R 2,767 Shares | — | — | — | $33K | 0.5% | |
| Voya Vangrd Mid-Cap Index Fund Adm 804 Shares | — | — | — | $25K | 0.4% | |
| Voya DFA US Small Cap Portfolio Ins 573 Shares | — | — | — | $23K | 0.4% | |
| Voya American Funds Con G&I Pt R6 19 Shares ** 331 * Voya American Funds Nw Prspctv R6 410 Shares | — | — | — | $17K | 0.3% | |
| Voya MyCompass Amer Fds 2015 Fd R 1,069 Shares | — | — | — | $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 | — | — | — | $8K | 0.1% | |
| American Funds Income Fnd R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| Voya American Funds The Inc of Amer R6 74 Shares | — | — | — | $2K | <0.1% | |
| Voya Vangrd Mid-Cap Vl Indx Fnd Adm 10 Shares ** 283 * Voya Vangrd Ultra Shrt Trm Bd Adm 168 shares | — | — | — | $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 | — | — | — | $1K | <0.1% |
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