Beacon Health Alliance, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Beacon Health Alliance, P.C.
  • Sponsor EIN: 621587901
  • Sponsor Address: 5600 BRAINERD ROAD, CHATTANOOGA, TN, 37411
  • Plan Type: 401(k)
  • Total Participants: 23
  • Total Assets: $24.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202423$24.2M$8,817$468,715
202323$21.2M$522,752$511,129
202224$17.7M$111,640$569,305

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