Sponsor portfolio
BEACON ASSOCIATES INSURANCE, LLC.
EIN 20-1700180financial servicesLatest filing 2025
Plans
1
Retirement
1
$293K assets
Welfare
0
Participants
8
1755 INDIANWOOD CIRCLE, SUITE 200 - MAUMEE, OH 43537419-482-0280baifinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEACON ASSOCIATES INSURANCE, LLC. 401(K) PROFIT SHARING PLAN | 401k | $293K | 8 | 2025 |
Retirement plans