Blue Beacon, Inc. Profit Sharing/401(k) Plan
Sponsored by Blue Beacon, Inc. · EIN 480843137 · Plan #001
- Total assets
- $147M
- Net assets
- $147M
- Active participants
- 2,721
- With balances
- 2,369
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allen, Gibbs & Houlik, Lc | Recordkeeping, Direct payment from the plan, Shareholder servicing fees | $247,744 |
| Two West | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $79,564 |
| Wells Fargo Advisors | Investment advisory (participants), Investment advisory (plan), Distribution (12b-1) fees | $77,715 |
| Kcoe Isom, Llp | Accounting, Direct payment from the plan | $17,000 |