Beacon Mobility 401(k) match, vesting and fees
What Beacon Mobility's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Meaden & Moore Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 267 defined-contribution plans in transportation and warehousing with 1,000 to 4,999 participants.
| Beacon Mobility: employer contribution per participant | $1,408 | |
| Peer median | $1,880 |
| Beacon Mobility: average balance | $26,958 | |
| Peer median | $51,904 |
| Beacon Mobility: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $39.8M at the end of plan year 2022 to $89.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 10,183 | $89.4M | $4.7M | $1,408 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 9,014 | $54.4M | $3.1M | $1,385 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 3,057 | $39.8M | $2.6M | $3,221 | 0.58% | Not published | Form 5500 ↗ |
Other Beacon Mobility plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Beacon Mobility Union 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Meaden & Moore, Ltd. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Beacon Mobility match 401(k) contributions?
The match terms for the Beacon Mobility Transportation Employee Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4.7M in employer contributions, about $1,408 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beacon Mobility 401(k) match vested?
The vesting schedule for the Beacon Mobility Transportation Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beacon Mobility 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Beacon Mobility Corp..
I left Beacon Mobility. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beacon Mobility Corp., (617) 240-6921) or the recordkeeper, Empower Annuity Insurance Company O. The Beacon Mobility old 401(k) page lists the contacts from every plan filing. Find an old Beacon Mobility 401(k)
Data from the public Form 5500 annual reports Beacon Mobility filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Beacon Mobility. Not financial advice. Report a correction · Methodology