Kathy Niblett signed Beacon Manufacturing Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Manufacturing Group, LLC's EIN is 84-4868178.
Download the official 2024 Form 5500 (PDF) for Beacon Manufacturing Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon Manufacturing Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $2.0M | 10.0% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.9M | 9.9% | |
| FEDERATED CAPITAL PRESERV -ISP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.9M | 9.5% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.6M | 8.0% | |
| JPMORGAN MID CAP GROWTH R4 | Registered Investment Companies | — | — | $1.3M | 6.8% | |
| FIDELITY ADVISOR DIV GROWTH I | Registered Investment Companies | — | — | $1.2M | 6.0% | |
| FIDELITY ADVISOR EQUITY GROWTH | Registered Investment Companies | — | — | $1.1M | 5.6% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $960K | 4.9% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $906K | 4.6% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $870K | 4.5% | |
| JANUS HENDERSON BALANCED - T | Registered Investment Companies | — | — | $815K | 4.2% | |
| FIDADV CAPAPPI | Registered Investment Companies | — | — | $798K | 4.1% | |
| T.ROWE PRICE MID-CAP VALUE-ADV | Registered Investment Companies | — | — | $677K | 3.5% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $654K | 3.3% | |
| BAIRD CORE PLUS BOND INV | Registered Investment Companies | — | — | $581K | 3.0% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $545K | 2.8% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $477K | 2.4% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $398K | 2.0% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $276K | 1.4% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $129K | 0.7% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $25K |
| — |
