AM Beacon

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,299

Total plan assets

$192.5M

Filings (rows)

Direct comp

Indirect comp

Showing only "AM BEACON"

View all 4 variants aggregated →

AM BEACON5 AM BEACON FUNDS3 AM BEACON SMALL FUNDS2 AM BEACON SMALL CAP VAL Y1

SERVICES PROVIDED

Other service providers5

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Marathon Health, LLC. Marathon Health, LLC. 401(k) Plan · all filings	INDIANAPOLIS, IN	Other service providers	1,516	$81.1M	$0	$0
Marathon Health, LLC. Marathon Health, LLC. 401(k) Plan · all filings	WINOOSKI, VT	Other service providers	1,420	$67.8M	$0	$0
Kognitiv, Inc. Kognitiv, Inc. 401(k) Plan · all filings	NEWTON, MA	Other service providers	119	$18.7M	$0	$0
Kognitiv, Inc. Kognitiv, Inc. 401(k) Plan · all filings	WABAN, MA	Other service providers	114	$14.1M	$0	$0
Kognitiv, Inc. Kognitiv, Inc. 401(k) Plan · all filings	WABAN, MA	Other service providers	130	$10.8M	$0	$0