How big is Beacon Management, Inc.'s plan?

Beacon Management, Inc.'s plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20250228132743NAL0000684707001

Beacon Management, Inc.

Name: Beacon Management, Inc. — Beacon Management, Inc., Form 5500 (2024)
Creator: Beacon Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beacon Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Beacon Management, Inc.'s Beacon Management, Inc. 401(k) Profit Sharing Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Beacon Management, Inc.'s EIN is 95-4439015.

EIN 95-4439015

Plan number 001

Plan year 2024

ACK ID 20250228132743NAL0000684707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beacon Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beacon Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

BEACON MANAGEMENT, INC.

EIN

all filings

Address

4370 TUJUNGA AVENUE · SUITE 145 B · STUDIO CITY, CA · 91604

Phone

(323) 722-5587

Industry

Wholesale Trade

Plan administrator