# Beacon Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/beacon-group-inc-plan-001

> Beacon Group, INC.'s 401(k) plan: 414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beacon Group, INC.

- **Sponsor EIN:** 860107976

- **Sponsor Address:** 308 W GLENN ST, TUCSON, AZ, 857054433

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

- **Total Participants:** 414

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|414|$10.7M|$0|$0|

| 2023|401|$8.7M|$0|$0|

## 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|

| BEACHFLEISCHMAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BEACHFLEISCHMAN PLLC](https://planprovider.pro/provider/beachfleischman-pllc) — 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|$23,379|$6,202|$15,310|—|—|

| 2023|$3,615|—|—|—|—|

## Similar Plans

- [Gompers](https://planprovider.pro/companies/gompers-401k-plan) — 493 participants

- [Youth Development Institute](https://planprovider.pro/companies/youth-development-institute-plan-001) — 227 participants

- [Fiduciary Wise, LLC Fbo Foothills Gateway, INC.](https://planprovider.pro/companies/fiduciary-wise-llc-fbo-foothills-gateway-inc-401k-plan) — 186 participants

- [Goodwill Of Central And Northern Arizona](https://planprovider.pro/companies/goodwill-of-central-and-northern-arizona-401k-plan) — 4,968 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beacon-group-inc-plan-001)

© 2026 PlanProvider.Pro