Plan Snapshot
- Plan Sponsor: Beacon Development Company Dba Beacon Partners
- Sponsor EIN: 561585569
- Sponsor Address: 3600 SOUTH BOULEVARD, SUITE 250, CHARLOTTE, NC, 28209
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $19.4M
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 | 50 | $19.4M | $416,039 | $569,188 |
| 2023 | 45 | $15.9M | $584,572 | $592,848 |
| 2022 | 47 | $12.7M | $520,385 | $571,248 |