Beacon Street Services, Llc 401(k) Plan: Login, Facts & Contact Information

Beacon Street Services, Llc 401(k) Plan Facts

Plan name
MARKETWISE SOLUTIONS LLC SAVINGS AND RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MARKETWISE SOLUTIONS LLC · formerly Beacon Street Services, Llc
Participants
868 (440 active employees)
Former employees with a balance
378
Plan assets
$76,721,231 at Dec 31, 2024
Average account balance
$96,263 across 797 accounts
Employer contributions
$1,592,508 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ 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 Sep 5, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.07 million went into the plan in contributions, $1.59 million of it from the employer (23%).
  • $9.34 million was paid out to participants.
  • Investment and other income added $11.5 million.
  • Administrative expenses were $67,504, about $85 per account.

How the Beacon Street Services, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019472$29.8 million$1.19 million$2.82 million
2020517$42.6 million$1.57 million$1.97 million
2021617$56.7 million$2.06 million$1.43 million
2022857$51.3 million$2.16 million$3.34 million
2023903$67.6 million$2.07 million$3.45 million
2024868$76.7 million$1.59 million$9.34 million

Beacon Street Services, Llc 401(k) Contact Information

Phone
844-947-4711
Mailing address
1125 NORTH CHARLES STREET, BALTIMORE MD 21201
Plan sponsor
MARKETWISE SOLUTIONS LLC
Employer identification number (EIN)
35-2622970
Plan number
001

Questions about the Beacon Street Services, Llc 401(k)

Does Beacon Street Services, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.59 million, 23% of all contributions.

Does the Beacon Street Services, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Beacon Street Services, Llc 401(k) plan?

868 participants at the start of plan year 2024, 440 of them active employees, and 378 former employees who still had money in the plan.

What is the average 401(k) balance at Beacon Street Services, Llc?

About $96,263 per account: $76.7 million in plan assets across 797 accounts with a balance at the end of plan year 2024.

Who manages the Beacon Street Services, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Beacon Street Services, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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