Beacon Credit Union Cash Balance Defined Benefit Plan And Trust
Sponsored by Beacon Credit Union · EIN 356025844 · Plan #002
- Total assets
- $35.5M
- Net assets
- $35.5M
- Active participants
- 171
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $79,200 |
| Lion Street Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $49,662 |
| Forvis Mazars, Llp | Accounting, Other fees | $0 |
| Beacon Credit Union | Other services, Other fees | $0 |
| Nixon Peabody, Llp | Legal, Consulting fees | $0 |