Beacon Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

188,652

Total plan assets

$34.2B

Filings (rows)

Direct comp

$719K

Indirect comp

Showing only "BEACON FINANCIAL ADVISORS"

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BEACON FINANCIAL GROUP13 BEACON FINANCIAL ADVISORS9 BEACON FINANCIAL ADVISERS1

SERVICES PROVIDED

Advisor / Consultant9

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	68,206	$9.2B	$29K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	65,407	$7.5B	$208K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	54,690	$6.3B	$250K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$4.3B	$9K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.7B	$97K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.1B	$105K	$0
Creative Consulting Services, Inc. Creative Consulting Services, Inc. 401(k) Plan · all filings	WINDER, GA	Advisor / Consultant	111	$5.2M	$7K	$0
Creative Consulting Services, Inc. Creative Consulting Services, Inc. 401(k) Plan · all filings	WINDER, GA	Advisor / Consultant	122	$4.5M	$7K	$0
Creative Consulting Services, Inc. Creative Consulting Services, Inc. 401(k) Plan · all filings	WINDER, GA	Advisor / Consultant	116	$3.6M	$7K	$0