Beauport Financial Services, LLC

EIN 04-3541264financial servicesLatest filing 2025

Plans

Retirement

$7.4M assets

Welfare

Participants

3 HERITAGE WAY, SUITE 2 - GLOUCESTER, MA 01930978-283-0748beauportfinancial.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#002401(k)-$7.4M - 14 part

Plan deep-dives

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Retirement#002

BEAUPORT FINANCIAL SERVICES, LLC 401 (K) PROFIT SHARING PLAN

401(k)

Assets$7.4M

Participants14

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	BEAUPORT FINANCIAL SERVICES, LLC 401 (K) PROFIT SHARING PLAN	401(k)	$7.4M	14	2025

Retirement plans

Filings through Oct 24, 2026.

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