Beacon Residential Management Limited Partnership 401 K Retirement Savings Plan
Sponsored by Beacon Residential Management Limited Partnership · EIN 043017184 · Plan #002
- Total assets
- $69.8M
- Net assets
- $69.8M
- Active participants
- 763
- With balances
- 1,039
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $112,750 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $80,797 |
| Cohnreznick Llp | Accounting | $10,000 |