Original filing (PDF)20250412220627NAL0048753666087

BEYOND WEALTH FINANCIAL ADVISORS, INC.

Name: BEYOND WEALTH FINANCIAL ADVISORS, INC. — BEYOND WEALTH FINANCIAL ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: BEYOND WEALTH FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

BEYOND WEALTH FINANCIAL ADVISORS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$846K

Net assets (EOY)

$846K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEYOND WEALTH FINANCIAL ADVISORS, INC..

Plan sponsor

Name

BEYOND WEALTH FINANCIAL ADVISORS, INC.

EIN

27-1081422

Address

1420 EBENEZER RD. · SUITE 106 · ROCK HILL, SC · 29732

Phone

(803) 985-2447

Industry

Finance & Insurancesee all

Plan administrator