Beacon Oral Specialists 401(k) Plan
Sponsored by Beacon Oral Specialists Management Llc · EIN 851997699 · Plan #001
- Total assets
- $54.0M
- Net assets
- $54.0M
- Active participants
- 1,053
- With balances
- 756
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Accounting, Recordkeeping | $195,219 |
| Commonwealth Financial Network | Investment advisory (plan) | $92,589 |
| Caron & Bletzer, Pllc | Accounting | $35,250 |
| Retirement Plan Administrators, Llc | Plan administrator | $150 |