Shifali Zimmer signed Beacon Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Group, Inc.'s EIN is 86-0107976.
Download the official 2023 Form 5500 (PDF) for Beacon Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Beacon Group, Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | CONSULTANT | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $2.6M | 24.4% | |
| American Funds American Funds 2045 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $1.6M | 15.3% | |
| American Funds American Funds 2040 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $867K | 8.1% | |
| American Funds American Funds 2025 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $853K | 7.9% | |
| American Funds American Funds 2050 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $785K | 7.3% | |
| Lincoln National Life Lincoln Stable Value Account Z700 | Stable Value | — | — | $723K | 6.7% | |
| American Funds American Funds 2035 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $663K | 6.2% | |
| American Funds American Funds 2020 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $401K | 3.7% | |
| American Funds American Funds 2055 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $356K | 3.3% | |
| American Funds American Funds 2060 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $331K | 3.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $216K | 2.0% | |
| American Funds American Funds 2065 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $194K | 1.8% | |
| American Century American Century Mid Cap Value R6 Class Fund 300 American Funds American Funds 2015 Target Date Rtmt Class R6 Fund | Mutual Funds | — | — | $176K | 1.6% | |
| JPMorgan Large Cap Growth Class R6 Fund | Other securities | — | — | $126K | 1.2% | |
| JPMorgan Large Cap Value CI R6 Fund | Other securities | — | — | $84K | 0.8% | |
| Fidelity Government Mmkt K6 Fund | Mutual Funds | — | — | $83K | 0.8% | |
| JPMorgan Core Bond Class R6 Fund | Other securities | — | — | $71K | 0.7% | |
| JPMorgan Short Duration Bond Class R6 Fund | Other securities | — | — | $66K | 0.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $31K | 0.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $27K | 0.3% | |
| Janus Henderson Janus Henderson Enterprise Class N Fund | Mutual Funds | — | — | $15K | 0.1% | |
| Dimensional Fund Advisors Dfa US Small Cap Value Institutional Class | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity US Bond Index Fund 770 Fidelity US Sustainability Index Fund | Common Collective Trusts | — | — | $11K | 0.1% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $11K | 0.1% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Pioneer Balanced Esg Class Y Fund 561 Vanguard Real Estate Index Admiral Shares | Mutual Funds | — | — | $5K | <0.1% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Class N Fund | Other securities | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
