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BEACON GROUP, INC. — 403(B) TAX-DEFERRED ANNUITY PLAN OF BEACON GROUP, INC., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260116180723NAL0024200384001
BEACON GROUP, INC.
Form 5500-SF
FILING_RECEIVED
403(B) TAX-DEFERRED ANNUITY PLAN OF BEACON GROUP, INC.
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
370
Accounts w/ balance
5
Plan assets (EOY)
$401K
Net assets (EOY)
$401K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BEACON GROUP, INC.
.
Find decision makers
Plan sponsor
Name
BEACON GROUP, INC.
EIN
86-0107976
Address
308 W GLENN ST · TUCSON, AZ · 857054433
Phone
(520) 622-4874
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-01-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 1% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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