Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEACON FINANCIAL PLANNING, INC.
EIN 47-3289125financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
17
72 PINE STREET - HYANNIS, MA 02601508-790-7039beaconfinancialplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 17 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 FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN
401k
Assets$822K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEACON FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$358K
Participants7
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 FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN | 401k | $822K | 10 | 2025 | |
| 002 | BEACON FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | CashBalance | $358K | 7 | 2024 |
Retirement plans