Beyond Finance, Llc 401(k) Plan
Sponsored by Beyond Finance, Llc · EIN 274222275 · Plan #001
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 2,366
- With balances
- 1,404
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Channel Wealth, Llc CRD 323461 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Channel Wealth | Investment advisory (participants) | $48,313 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $26,225 |
| Wilshire Associates | Investment advisory (participants) | $16,243 |