Beacon Pointe 401(k) Plan
Sponsored by Beacon Pointe Advisors, Llc · EIN 270636826 · Plan #001
- Total assets
- $54.2M
- Net assets
- $54.0M
- Active participants
- 569
- With balances
- 608
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $54,659 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |