Plan profile · 2023
BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP
BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP 401K RETIREMENT SAVINGS PLAN · –
Sponsor contact
AddressTWO CENTER PLAZA SUITE 700, BOSTON
State / ZIPMA 02108
Phone6175741100
EIN / Plan #043017184 / 002
Plan health
Assets (EOY)$62M
Participants793
Avg balance$79k
Employer contrib$2M
Distributions$6M
Red flags
Delinquent contribs$1M
Fidelity bond$5M
Bond adequate?yes
AuditorCOHNREZNICK LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | – | $69k |
| COHNREZNICK LLP | – | $14k |
| LPL FINANCIAL | – | $588 |