Plan Snapshot
- Plan Sponsor: Beacon Capital Partners, LLC
- Sponsor EIN: 043506116
- Sponsor Address: 200 STATE STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $71.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $71.8M | $1.6M | $2.2M |
| 2023 | 131 | $66.8M | $1.6M | $2.3M |
| 2022 | 124 | $57.0M | $1.4M | $2.0M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG | Auditor | $38,000 | — | $38,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,000
- Estimated Expense Ratio: 0.053% of plan assets
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 | $15,020 | $5,459 | — | $38,000 | — |
| 2023 | -$12,711 | $51,595 | — | — | — |
| 2022 | -$48,256 | $6,265 | — | — | — |