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Sponsor portfolio

BEACON WEALTH MANAGEMENT, LLC

EIN 03-0382124-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
12
4565 BENEDUM DRIVE - BRIDGEPORT, WV 26330304-626-3900
Plans on this EIN
1 filing
#001401k-$2.0M - 12 part

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Retirement#001

BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401k

Assets$2.0M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN401k$2.0M122025
Retirement plans
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