Beacon Specialized Living 401(k) Plan
Sponsored by Beacon Specialized Living Services, Inc. · EIN 383411707 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 2,611
- With balances
- 1,107
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 |
|---|---|---|
| Capstone Wealth Management Group, Llc CRD 284547 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $100,968 |
| Capstone Wealth Management Group L | Investment advisory (plan) | $66,912 |
| Futureplan By Ascensus | Recordkeeping, Recordkeeping fees, Participant loan processing | $31,365 |