Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEACON MANAGEMENT, INC.
EIN 95-4439015management consultingLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
25
2934 1/2 BEVERLY GLEN CIR, PMB 45 - LOS ANGELES, CA 90077323-722-5587LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 25 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#002
BEACON MANAGEMENT, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BEACON MANAGEMENT, INC. 401K PROFIT SHARING PLAN
401k
Assets$1.9M
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 | |
|---|---|---|---|---|---|---|
| 002 | BEACON MANAGEMENT, INC. DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 10 | 2025 | |
| 001 | BEACON MANAGEMENT, INC. 401K PROFIT SHARING PLAN | 401k | $1.9M | 15 | 2025 |
Retirement plans