Beacon Path, Inc.
Mission Viejo, CA
Beacon Path, Inc. of Mission Viejo, CA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $415,680 in reported broker commissions (plan year 2025).
Quick answer
Beacon Path, Inc. (Mission Viejo, CA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Beacon Path, Inc. have?
- Beacon Path, Inc. is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Beacon Path, Inc.'s largest employer clients?
- By plan participants, the largest include Opal Services, Inc. (275 participants) and Mexi-Grill, LLC (256 participants).
- How much does Beacon Path, Inc. earn in commissions?
- Insurers reported $415,680 in broker commissions paid to Beacon Path, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Beacon Path, Inc. located?
- Beacon Path, Inc. is based in Mission Viejo, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Beacon Path, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Opal Services, Inc. | CA | 275 | 2025-12-31 |
| Mexi-Grill, LLC | CA | 256 | 2026-01-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.