How big is Beaumont Financial Advisors, LLC's plan?

Beaumont Financial Advisors, LLC's plan reported $12.6M in assets and 23 participants for 2024.

Original filing (PDF)20250428134828NAL0012296321001

Beaumont Financial Advisors, LLC

Name: Beaumont Financial Advisors, LLC — Beaumont Financia, Form 5500 (2024)
Creator: Beaumont Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beaumont Financial Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Beaumont Financial Advisors, LLC's Beaumont Financial Advisors, LLC 401(k) Profit Sharing Plan held $12.6M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

Brian Corcoran signed Beaumont Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Brian Corcoran — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beaumont Financial Advisors, LLC's EIN is 88-3330900.

EIN 88-3330900

Plan number 001

Plan year 2024

ACK ID 20250428134828NAL0012296321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beaumont Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beaumont Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEAUMONT FINANCIAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score