How big is Beacon Wealthcare, LLC's plan?

Beacon Wealthcare, LLC's plan reported $633K in assets and 7 participants for 2024.

Original filing (PDF)20250516104151NAL0031489280001

Beacon Wealthcare, LLC

Name: Beacon Wealthcare, LLC — Beacon Wealthcare 401(k), Form 5500 (2024)
Creator: Beacon Wealthcare, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beacon Wealthcare 401(k) Plan

401(k) retirement plan · Beacon Wealthcare, LLC's Beacon Wealthcare 401(k) Plan held $633K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$633K

Net assets (EOY)

$633K

Plan identifiers

Beacon Wealthcare, LLC's EIN is 85-3807023.

EIN 85-3807023

Plan number 001

Plan year 2024

ACK ID 20250516104151NAL0031489280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beacon Wealthcare, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beacon Wealthcare, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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