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BEACON FINANCIAL PLANNERS, INC.

EIN 83-0982304-financial services-Latest filing 2025
Plans
1
Retirement
1
$150K assets
Welfare
0
Participants
2
2525 ROBINHOOD ST. SUITE 210 - HOUSTON, TX 77005281-953-7442beaconfinancialplanners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$150K - 2 part

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Retirement#001

BEACON FINANCIAL PLANNERS, INC. 401(K) PLAN

401k

Assets$150K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEACON FINANCIAL PLANNERS, INC. 401(K) PLAN401k$150K22025
Retirement plans
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