Original filing (PDF)20260721161312NAL0011059585001

Beacon Financial Planners, Inc.

Name: Beacon Financial Planners, Inc. — Beacon Financial, Form 5500 (2025)
Creator: Beacon Financial Planners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beacon Financial Planners, Inc. 401(k) Plan

401(k) retirement plan · Beacon Financial Planners, Inc.'s Beacon Financial Planners, Inc. 401(k) Plan held $150K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BEACON FINANCIAL PLANNERS, INC.

EIN

83-0982304all filings

Address

2525 ROBINHOOD ST. SUITE 210 · HOUSTON, TX · 77005

Phone

(281) 953-7442

Industry