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Original filing (PDF)20251015124537NAL0002428867001
BEACHFLEISCHMAN PLLC
Form 5500
FILING_RECEIVED
BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
164
Accounts w/ balance
—
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Charles Schwab Schwab Money Market" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WALLACE PLESE & DREHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $10.2M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Money Market | — | — | $10.2M | $10.2M | 93.3% | |
| Charles Schwab Charles Schwab Cash Reserve | — | — | $30K | $30K | 0.3% |
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