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Original filing (PDF)20251014050514NAL0001036035001
BEACON MANUFACTURING GROUP, LLC
Form 5500
FILING_RECEIVED
BEACON MANUFACTURING GROUP 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
319
Accounts w/ balance
385
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEACON MANUFACTURING GROUP, LLC.
Plan sponsor
Name
BEACON MANUFACTURING GROUP, LLC
EIN
84-4868178
Address
105 DONOVAN DRIVE · ALEXANDRIA, MN · 56308
Phone
(320) 762-6412
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
Investments
19 direct securities · 2 pooled funds· $19.0M(97% of reported assets)
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.
Registered Investment Companies
$17.2M
19 holdings
Common Collective Trust
$1.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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