Original filing (PDF)20251015175027NAL0010898866001

BEACHFLEISCHMAN PLLC

Name: BEACHFLEISCHMAN PLLC — BEACHFLEISCHMAN, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: BEACHFLEISCHMAN PLLC

Form 5500

FILING_RECEIVED

BEACHFLEISCHMAN, PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

219

Accounts w/ balance

263

Plan assets (EOY)

$51.6M

Net assets (EOY)

$51.6M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

31 bps in Schedule C fees — 97% above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEACHFLEISCHMAN PLLC.

Plan sponsor

Name

BEACHFLEISCHMAN PLLC

EIN

86-0683059

Address

P.O. BOX 64130 · TUCSON, AZ · 857284130

Phone

(520) 321-4600

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WALLACE, PLESE & DREHER, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH	13-5674085	CHICAGO, IA	NONE	$113K	—
LINCOLN NATIONAL CORPORATION	35-0472300	FORT WAYNE, IN	NONE	$43K	—
PINNACLE PENSION SERVICES	82-0433443	—	NONE	$6K	—

Investments

30 direct securities· $49.4M(96% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
BlackRock ishares S&P 500 Index Class K	—	—	—	$8.1M	15.8%
Lincoln Stable Value Account	—	—	—	$7.5M	14.5%
BlackRock ishares US Aggregate Bond Index Class K	—	—	—	$5.7M	11.0%
Pimco Real Return Institutional Class	—	—	—	$4.3M	8.4%
Vanguard Total International Admiral	—	—	—	$3.6M	7.0%
Legg Mason Western Asset Core Plus Bond Class IS	—	—	—	$2.7M	5.1%
Vanguard Small Cap Index Admiral	—	—	—	$1.9M	3.6%
BlackRock ishares Russell Mid Cap Index Class K	—	—	—	$1.9M	3.6%
Hartford International Opportunities Class R6	—	—	—	$1.3M	2.6%
American Funds American Funds High Income Trust Class R6	—	—	—	$1.2M	2.3%
Vanguard Value Index Admiral	—	—	—	$1.0M	2.0%
BlackRock Equity Dividend K Shares	—	—	—	$1.0M	2.0%
Cohen & Steers Cohen and Steers Real Estate Securities Inc Class Z	—	—	—	$996K	1.9%
Hartford Growth Opportunities Class R6	—	—	—	$982K	1.9%
First Eagle First Eagle Global Class I	—	—	—	$932K	1.8%
American Century American Century Emerging Markets Class R6	—	—	—	$906K	1.8%
Vanguard Growth Index Admiral	—	—	—	$771K	1.5%
Vanguard International Value Investor	—	—	—	$756K	1.5%
Allspring Global Allspring Special Mid Cap Value	—	—	—	$732K	1.4%
AllianceBernstein AB Discovery Growth Class Z	—	—	—	$648K	1.3%
Royce Pennsylvania Mutual Institutional Class	—	—	—	$624K	1.2%
Macquarie Mid Cap Growth	—	—	—	$594K	1.2%
Guggenheim Total Return Bond Institutional Class	—	—	—	$560K	1.1%
Notes receivable from participants dates through June 2031 ‐	—	—	—	$203K	0.4%
Vanguard Small Cap Growth Index Admiral	—	—	—	$186K	0.4%
Undiscovered Managers Behavioral Value Class R6	—	—	—	$105K	0.2%
T Rowe T Rowe Price International Value Equity Class I	—	—	—	$91K	0.2%
Vanguard International Growth Admiral	—	—	—	$62K	0.1%
American Funds American Funds Europacific Growth Class R6	—	—	—	$41K	<0.1%
MFS MSF Government Securities Class R6	—	—	—	$34K	<0.1%