Back to filter
Original filing (PDF)20251015154307NAL0002572003001
BEACON POINTE ADVISORS, LLC
Form 5500
FILING_RECEIVED
BEACON POINTE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
569
Accounts w/ balance
608
Plan assets (EOY)
$54.2M
Net assets (EOY)
$54.0M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEACON POINTE ADVISORS, LLC.
Plan sponsor
Name
BEACON POINTE ADVISORS, LLC
EIN
27-0636826
Address
24 CORPORATE PLAZA DRIVE, SUITE 150 · NEWPORT BEACH, CA · 92660
Phone
(949) 718-1600
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $55K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
Investments
32 direct securities· $51.8M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Bank S&P 500 Select Fund | — | — | — | $10.0M | 18.4% | |
| Standard Personal Choice Retirement Accounts | — | — | — | $7.4M | 13.7% | |
| MFS Growth R6 Fund | — | — | — | $3.8M | 7.0% | |
| Putnam Large Cap Value R6 Fund | — | — | — | $3.2M | 5.9% | |
| MFS International Diversification R6 Fund | — | — | — | $3.0M | 5.5% | |
| Metropolitan West Total Return I Fund | — | — | — | $2.6M | 4.8% | |
| American Funds American Mutual R6 Fund | — | — | — | $2.6M | 4.8% | |
| Artisan International Value Institutional Fund | — | — | — | $2.5M | 4.7% | |
| MFS Massachusetts Investors Growth Stock R6 Fund | — | — | — | $2.2M | 4.0% | |
| Vanguard Balanced Index Admiral Fund | — | — | — | $2.1M | 3.8% | |
| Port Street Growth Fund Institutional Class | — | — | — | $1.8M | 3.3% | |
| Vanguard Small Cap I Fund | — | — | — | $1.7M | 3.1% | |
| T. Rowe Price Diversified Mid-Cap Growth Fund | — | — | — | $918K | 1.7% | |
| American Funds Europacific Growth R6 Fund | — | — | — | $883K | 1.6% | |
| American Funds New World R6 Fund | — | — | — | $782K | 1.4% | |
| Vanguard Mid Cap Index Fund | — | — | — | $744K | 1.4% | |
| TIAA CREF Lifecycle Index 2060 Institutional Fund | — | — | — | $743K | 1.4% | |
| TIAA CREF Lifecycle Index 2045 Institutional Fund | — | — | — | $726K | 1.3% | |
| Allspring Special Mid Cap Value R6 Fund | — | — | — | $700K | 1.3% | |
| Victory Sycamore Small Company Opportunity R6 Fund | — | — | — | $491K | 0.9% | |
| PGIM Global Real Estate Class Z Fund | — | — | — | $473K | 0.9% | |
| Invesco Oppenheimer Developing Markets R6 Fund | — | — | — | $469K | 0.9% | |
| JP Morgan Small Cap Growth R6 Fund | — | — | — | $461K | 0.9% | |
| Victory Sycamore Established Value R6 Fund | — | — | — | $433K | 0.8% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $337K | 0.6% | |
| TIAA CREF Lifecycle Index 2050 Institutional Fund | — | — | — | $225K | 0.4% | |
| TIAA CREF Lifecycle Index 2035 Institutional Fund | — | — | — | $190K | 0.4% | |
| TIAA CREF Lifecycle Index 2040 Institutional Fund | — | — | — | $178K | 0.3% | |
| TIAA CREF Lifecycle Index 2055 Institutional Fund | — | — | — | $60K | 0.1% | |
| TIAA CREF Lifecycle Index 2030 Institutional Fund | — | — | — | $37K | <0.1% | |
| TIAA CREF Lifecycle Index 2010 Institutional Fund | — | — | — | $30K | <0.1% | |
| TIAA CREF Lifecycle Index 2065 Institutional Fund | — | — | — | $16K | <0.1% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Finance & Insurance plans
REDPOINT MANAGEMENT, LLC
REDPOINT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$54.4M · 47 participants
SVENSKA HANDELSBANKEN
SVENSKA HANDELSBANKEN 401(K) PLAN
$53.8M · 45 participants
AMERICANTCS FIDUCIARY SERVICES, LLC
AMERICANTCS 401(K) PLAN
$53.6M · 2,973 participants
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST
$53.6M · 61 participants
PARNASSUS INVESTMENTS, LLC
PARNASSUS INVESTMENTS RET IREMENT SAVINGS PLAN
$54.8M · 83 participants
DOUBLELINE CAPITAL LP
DOUBLELINE 401(K) & RETIREMENT SAVINGS PLAN
$53.6M · 279 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B