Retirement plan

BEACON PRESCRIPTIONS, DBA AEV, INC 401(K) PROFIT SHARING PLAN

Name: BEACON PRESCRIPTIONS - BEACON PRESCRIPTIONS, DBA AEV, INC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BEACON PRESCRIPTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEACON PRESCRIPTIONS, DBA AEV, INC 401(K) PROFIT SHARING PLAN, BEACON PRESCRIPTIONS

BEACON PRESCRIPTIONSdba AEV INCEIN 06-1331727Plan #001PY 2025

875 FOXON ROAD - EAST HAVEN, CT 06513203-467-2600LinkedIn1-10 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$788K

+84.0% from 2024

Total participants

+27.8% from 2024

Average account balance

$43,754

+84.0% from 2024

Annual return

53.65%

+40.22 pp from 2024

Benchmarks

See 17,167 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort17,167 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$788K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$44K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+53.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$119

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$113 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.273%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,754

$112,729-61.2%

$98,716-55.7%

$137,256-68.1%

Participation rate

73.7%

74.2%-0.5pp

69.3%+4.4pp

80.0%-6.3pp

Annual return

53.65%

38.48%+15.2pp

31.81%+21.8pp

220.34%-166.7pp

Employer contribution / active EE

$1,777

$2,725-34.8%

$2,279-22.0%

$4,156-57.3%

Participant deferral / active EE

$5,068

$4,640+9.2%

$4,048+25.2%

$6,407-20.9%

Admin fee / account holder

$119

$10,129-98.8%

$8,703-98.6%

$12,270-99.0%

BEACON PRESCRIPTIONS, DBA AEV, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEACON PRESCRIPTIONS, DBA AEV, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion