# Beach Point Capital Management LP 401(k) Plan
Source: https://planprovider.pro/companies/beach-point-capital-management-lp-401k-plan

> Beach Point Capital Management LP's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beach Point Capital Management LP

- **Sponsor EIN:** 800242162

- **Sponsor Address:** 1620 26TH STREET, SANTA MONICA, CA, 90404

- **Plan Type:** 401(k)

- **Total Participants:** 162

- **Total Assets:** $60.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|162|$60.1M|$924,550|$3.9M|

| 2023|150|$48.6M|$909,241|$3.5M|

| 2022|137|$39.3M|$726,166|$3.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WRIGHT FORD YOUNG & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WRIGHT FORD YOUNG & CO.](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$4,262|—|—|—|—|

| 2023|$1,388|—|—|—|—|

| 2022|$381|—|—|—|—|

## Similar Plans

- [Provident Financial Management LLC](https://planprovider.pro/companies/provident-financial-management-llc-401k-plan) — 159 participants

- [Lightspeed Management Company, LLC](https://planprovider.pro/companies/lightspeed-management-company-llc-401k-plan) — 155 participants

- [Hellman & Friedman LLC](https://planprovider.pro/companies/hellman-friedman-llc-plan-002) — 152 participants

- [Fremont Group Management, LLC.](https://planprovider.pro/companies/fremont-group-management-llc-401k-plan) — 175 participants

- [Cliffwater LLC](https://planprovider.pro/companies/cliffwater-llc-plan) — 178 participants

- [Gryphon Advisors, LLC](https://planprovider.pro/companies/gryphon-advisors-llc-plan-001) — 145 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beach-point-capital-management-lp-401k-plan)

© 2026 PlanProvider.Pro