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Sponsor portfolio

BEACH PROFESSIONAL SERVICES, INC.

EIN 46-3896754-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$897K assets
Welfare
0
Participants
73
5862 BOLSA AVE., SUITE #105 - HUNTINGTON BEACH, CA 92649866-303-9355
Plans on this EIN
2 filings
#001TraditionalDB-$603K - 23 part#003401k-$295K - 50 part

Retirement portfolio analytics

2 plans aggregated / $897K assets / 73 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • DEFINED BENEFIT PLAN (#001)67%
  • AFF. COS 401(K) (#003)33%
Total $897KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AFF. COS 401(K) (#003)50
  • DEFINED BENEFIT PLAN (#001)23
Total 73Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BEACH PROFESSIONAL SERVICES, INC.& AFF COS DEFINED BENEFIT PLAN

TraditionalDB

Assets$603K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

BEACH PROFESSIONAL SERVICES, INC. & AFF. COS 401(K) PLAN

401k

Assets$295K
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BEACH PROFESSIONAL SERVICES, INC.& AFF COS DEFINED BENEFIT PLANTraditionalDB$603K232024
003BEACH PROFESSIONAL SERVICES, INC. & AFF. COS 401(K) PLAN401k$295K502024
Retirement plans
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