· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BEACON MANAGEMENT, INC. — BEACON MANAGEMENT, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250228132743NAL0000684707001
BEACON MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
BEACON MANAGEMENT, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
15
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BEACON MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
BEACON MANAGEMENT, INC.
EIN
95-4439015
Address
4370 TUJUNGA AVENUE · SUITE 145 B · STUDIO CITY, CA · 91604
Phone
(323) 722-5587
Industry
Wholesale Trade
see 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
2025-02-28
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
IGNITE IT, LLC
IGNITE IT, LLC 401(K) PLAN
$1.7M · 3 participants
TOTAL APPLIANCE SERVICE, INC
TOTAL APPLIANCE SERVICE/APPLIANCE MAN 401(K) PLAN
$1.7M · 24 participants
UNICABLE INC
UNICABLE INC 401(K) EMPLOYEES PLAN
$1.7M · 10 participants
LEE DAN COMMUNICATIONS, INC.
LEE DAN COMMUNICATIONS, INC. PROFIT SHARING PLAN
$1.7M · 2 participants
INSTRUMENT SERVICE & EQUIPMENT INC
ISE, INC. 401(K) RETIREMENT SAVINGS PLAN
$1.7M · 7 participants
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PRITCHARD ELECTRIC COMPANY, INC.
PRITCHARD ELECTRIC COMPANY INC. 401K PLAN
$1.7M · 12 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
