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
83
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEACON WEALTHCARE, LLC.
Plan sponsor
Name
BEACON WEALTHCARE, LLC
EIN
85-3807023
Address
1633 GLENWOOD AVE · RALEIGH, NC · 27608
Phone
(919) 948-4844
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
