Beacon Sales Acquisition 401(k) match, vesting and fees
What Beacon Sales Acquisition'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 | Capital Group Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Sch&H Attest Services P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 56 defined-contribution plans in wholesale trade with 5,000 to 9,999 participants.
| Beacon Sales Acquisition: employer contribution per participant | $1,885 | |
| Peer median | $2,404 |
| Beacon Sales Acquisition: average balance | $70,269 | |
| Peer median | $85,831 |
| Beacon Sales Acquisition: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.10% |
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 $573M at the end of plan year 2023 to $654M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,580 | $654M | $17.5M | $1,885 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 9,082 | $573M | $15.9M | $1,804 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Beacon Sales Acquisition match 401(k) contributions?
The match terms for the Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $17.5M in employer contributions, about $1,885 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beacon Sales Acquisition 401(k) match vested?
The vesting schedule for the Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beacon Sales Acquisition 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs. The plan administrator is Beacon Sales Acquisition, Inc..
I left Beacon Sales Acquisition. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beacon Sales Acquisition, Inc., (571) 323-3948) or the recordkeeper, Capital Group Retirement Plan Svcs. The Beacon Sales Acquisition old 401(k) page lists the contacts from every plan filing. Find an old Beacon Sales Acquisition 401(k)
Data from the public Form 5500 annual reports Beacon Sales Acquisition filed with the U.S. Department of Labor (plan years 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 Sales Acquisition. Not financial advice. Report a correction · Methodology