Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
BEACON POINT ASSOCIATES LLC
EIN 46-1142006wholesaleLatest filing 2025
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
34
1216 SW 4TH ST STE 4 - CAPE CORAL, FL 339912129954-391-9361teambpa.comLinkedIn11-50 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 34 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BEACON POINT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEACON POINT ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEACON POINT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.1M | 19 | 2025 | |
| 002 | BEACON POINT ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $2.2M | 15 | 2024 |
Retirement plans