# Beacon Capital Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/beacon-capital-partners-llc-401k-plan

> Beacon Capital Partners, LLC's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ernst-and-young-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beacon-capital-partners-llc-401k-plan)

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