Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEACON WEST ENERGY GROUP, LLC
EIN 82-1585288oil & energyLatest filing 2025
Plans
3
Retirement
3
$15.4M assets
Welfare
0
Participants
117
1145 EUGENIA PLACE, SUITE 101 - CARPINTERIA, CA 93013805-395-9710beacon-west.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $15.4M assets / 117 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 WEST ENERGY GROUP, LLC 401(K) PLAN
401k
Assets$14.7M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BEACON WEST ENERGY GROUP, LLC CASH BALANCE PLAN 005
CashBalance
Assets$367K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BEACON WEST ENERGY GROUP, LLC 004
ProfitSharing
Assets$342K
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEACON WEST ENERGY GROUP, LLC 401(K) PLAN | 401k | $14.7M | 73 | 2025 | |
| 005 | BEACON WEST ENERGY GROUP, LLC CASH BALANCE PLAN 005 | CashBalance | $367K | 0 | 2025 | |
| 004 | BEACON WEST ENERGY GROUP, LLC 004 | ProfitSharing | $342K | 44 | 2024 |
Retirement plans