Beacon Specialized Living, Inc. 401(k) Plan: Login, Facts & Contact Information

Beacon Specialized Living, Inc. 401(k) Plan Facts

Plan name
BEACON SPECIALIZED LIVING 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
BEACON SPECIALIZED LIVING SERVICES, INC.
Participants
3,093 (2,611 active employees)
Former employees with a balance
329
Plan assets
$15,652,981 at Dec 31, 2024
Average account balance
$14,140 across 1,107 accounts
Employer contributions
$1,306,213 in plan year 2024 (29% of all contributions)
Recordkeeper
Transamerica Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 2018
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.51 million went into the plan in contributions, $1.31 million of it from the employer (29%).
  • $2.04 million was paid out to participants.
  • Investment and other income added $1.57 million.
  • Administrative expenses were $194,257, about $175 per account.

How the Beacon Specialized Living, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019529$1.10 million$217,730$52,002
20201,317$2.59 million$446,888$109,561
20211,315$7.29 million$625,341$521,455
20221,519$7.62 million$794,746$668,493
20231,514$11.8 million$895,873$873,964
20243,093$15.7 million$1.31 million$2.04 million

Beacon Specialized Living, Inc. 401(k) Contact Information

Phone
269-427-8400
Mailing address
890 N. 10TH STREET, SUITE 110, KALAMAZOO MI 49009
Plan sponsor
BEACON SPECIALIZED LIVING SERVICES, INC.
Employer identification number (EIN)
38-3411707
Plan number
001

Questions about the Beacon Specialized Living, Inc. 401(k)

Does Beacon Specialized Living, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $1.31 million in employer contributions for plan year 2024.

Does the Beacon Specialized Living, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Beacon Specialized Living, Inc 401(k) plan?

3,093 participants at the start of plan year 2024, 2,611 of them active employees, and 329 former employees who still had money in the plan.

What is the average 401(k) balance at Beacon Specialized Living, Inc?

About $14,140 per account: $15.7 million in plan assets across 1,107 accounts with a balance at the end of plan year 2024.

Who manages the Beacon Specialized Living, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Beacon Specialized Living, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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