BEACON POINTE
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
99
Active participants
444,423
Total plan assets
$135.5B
Filings (rows)
100
Direct comp
$2.7M
Indirect comp
$989K
Aggregating 8 name variants under "BEACON POINTE"
SERVICES PROVIDED
Advisor / Consultant50
Other49
Top plans served
Showing top 100 of 99 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $48K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $43K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $29K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $42K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $33K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $29K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $13K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $6K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 42,968 | $7.7B | $12K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $26K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,901 | $7.4B | $9K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $6K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,251 | $6.4B | $8K |
| FOLEY & LARDNER LLP FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 2,109 | $1.7B | $12K |
| MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,979 | $1.4B | $19K |
| FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES SAVINGS PLAN II | SPRINGFIELD, MO | Other NONE | 2,551 | $881.2M | $8K |
| FORVIS, LLP FORVIS, LLP EMPLOYEES' SAVINGS PLAN II | SPRINGFIELD, MO | Other NONE | 2,957 | $732.3M | $7K |
| NFP CORP. NFP CORP. 401(K) PLAN | NEW YORK, NY | Other NONE | 5,991 | $663.7M | $5K |
| GENESYS CLOUD SERVICES, INC. GENESYS RETIREMENT SAVINGS PLAN | MENLO PARK, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,678 | $587.1M | $117K |
| GENESYS CLOUD SERVICES, INC. GENESYS RETIREMENT SAVINGS PLAN | MENLO PARK, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,709 | $493.6M | $115K |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 1,097 | $360.5M | $17K |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 1,055 | $314.6M | $13K |
| LEWIS ROCA ROTHGERBER CHRISTIE LLP LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT PLAN A | PHOENIX, AZ | Other NONE | 296 | $258.2M | $24K |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 1,010 | $251.3M | $13K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 241 | $235.8M | $28K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 230 | $204.9M | $21K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Advisor / Consultant INVESTMENT ADVISOR | 222 | $184.5M | $23K |
| TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN | NEWPORT NEWS, VA | Other NONE | 1,105 | $168.9M | $17K |
| PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES, CA | Other NONE | 111 | $148.2M | $16K |
| TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN | NEWPORT NEWS, VA | Other NONE | 1,091 | $146.3M | $14K |
| PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI, STANG, ZIEHL, & JONES LLP PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 98 | $126.6M | $14K |
| REGIONAL CANCER CARE ASSOCIATES LLC REGIONAL CANCER CARE ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | TEANECK, NJ | Other INV ADV, PARTICIPANTS | 521 | $125.7M | $10K |
| EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE, CA | Other NONE | 313 | $121.3M | $0 |
| TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN | NEWPORT NEWS, VA | Other NONE | 1,029 | $119.4M | $6K |
| TOWNSQUARE MEDIA, INC. TOWNSQUARE MEDIA, INC. 401K PLAN | PURCHASE, NY | Advisor / Consultant INVESTMENT ADVISOR | 2,034 | $110.7M | $53K |
| PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI, STANG, ZIEHL, & JONES LLP PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 99 | $103.6M | $10K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 23,680 | $101.4M | $88K |
| EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE, CA | Other NONE | 285 | $101.2M | $0 |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 22,433 | $95.0M | $86K |
| STRADLING YOCCA CARLSON & RAUTH, P.C. SYCR 401(K) PROFIT SHARING PLAN | NEWPORT BEACH, CA | Advisor / Consultant ADVISOR | 128 | $93.3M | $33K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 21,890 | $90.5M | $83K |
| EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE, CA | Other NONE | 266 | $80.2M | $0 |
| EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE, CA | Other NONE | 266 | $80.2M | $0 |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 80 | $60.6M | $24K |
| METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE, NC | Other NONE | 220 | $60.0M | $11K |
| METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE, NC | Other NONE | 198 | $56.1M | $5K |
| LAMMICO LAMMICO EMPLOYEE RETIREMENT PLAN | METAIRIE, LA | Advisor / Consultant INVESTMENT ADVISOR | 120 | $48.9M | $6K |
| LAMMICO LAMMICO EMPLOYEE RETIREMENT PLAN | METAIRIE, LA | Advisor / Consultant INVESTMENT ADVISOR | 120 | $45.0M | $23K |
| LAMMICO LAMMICO EMPLOYEE RETIREMENT PLAN | METAIRIE, LA | Advisor / Consultant INVESTMENT ADVISOR | 115 | $43.4M | $23K |
| NEDERMAN HOLDING USA, INC. NEDERMAN HOLDING USA, INC. 401(K) PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 562 | $41.7M | $62K |
| FLUID COMPONENTS INTERNATIONAL, LLC FLUID COMPONENTS INTERNATIONAL, LLC 401K PROFIT SHARING PLAN | SAN MARCOS, CA | Other NONE | 220 | $40.3M | $19K |
| THE ATHENIAN SCHOOL THE ATHENIAN SCHOOL 403(B) PLAN | DANVILLE, CA | Advisor / Consultant ADVISOR | 130 | $39.9M | $56K |
| FLUID COMPONENTS INTERNATIONAL, LLC FLUID COMPONENTS INTERNATIONAL, LLC 401K PROFIT SHARING PLAN | SAN MARCOS, CA | Other NONE | 72 | $38.4M | $15K |
| NEDERMAN HOLDING USA, INC. NEDERMAN HOLDING USA, INC. 401(K) PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 548 | $37.7M | $59K |
| FLUID COMPONENTS INTERNATIONAL, LLC FLUID COMPONENTS INTERNATIONAL, LLC 401K PROFIT SHARING PLAN | SAN MARCOS, CA | Other NONE | 229 | $37.5M | $19K |
| ALEXANDER DAWSON FOUNDATION ALEXANDER DAWSON SCHOOL 401(K) PLAN | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 273 | $36.8M | $36K |
| THE ATHENIAN SCHOOL THE ATHENIAN SCHOOL 403(B) PLAN | DANVILLE, CA | Advisor / Consultant ADVISOR | 129 | $35.7M | $47K |
| ALEXANDER DAWSON FOUNDATION THE ALEXANDER DAWSON SCHOOL 401(K) PLAN | LAS VEGAS, NV | Other | 251 | $34.7M | $35K |
| RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST | ORLANDO, FL | Advisor / Consultant ADVISOR | 188 | $33.8M | $3K |
| GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA 403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA | SANTA ANA, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,574 | $31.6M | $45K |
| E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. ETC HOTELS 401(K) PLAN | BEVERLY HILLS, CA | Advisor / Consultant ADVISOR | 564 | $31.6M | $70K |
| NEDERMAN HOLDING USA, INC. NEDERMAN HOLDING USA, INC. 401(K) PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 503 | $31.5M | $59K |
| ALEXANDER DAWSON FOUNDATION ALEXANDER DAWSON SCHOOL 401(K) PLAN | LAS VEGAS, NV | Other | 255 | $29.0M | $33K |
| GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA 403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA | SANTA ANA, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,597 | $28.1M | $40K |
| E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. ETC HOTELS 401(K) PLAN | BEVERLY HILLS, CA | Advisor / Consultant ADVISOR | 564 | $28.1M | $60K |
| BENCHMARK BANK BENCHMARK BANK EMPLOYEES 401K PLAN AND TRUST | PLANO, TX | Advisor / Consultant ADVISOR | 169 | $26.6M | $53K |
| DMJPS PLLC DMJPS PLLC 401K PROFIT SHARING PLAN | GREENSBORO, NC | Advisor / Consultant INVESTMENT ADVISOR | 157 | $24.1M | $47K |
| BENCHMARK BANK BENCHMARK BANK EMPLOYEES 401K PLAN AND TRUST | PLANO, TX | Other NONE | 160 | $23.4M | $24K |
| E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. ETC HOTELS 401(K) PLAN | BEVERLY HILLS, CA | Advisor / Consultant ADVISOR | 557 | $23.2M | $61K |
| HOWARD BUILDING CORPORATION HOWARD BUILDING CORP 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 150 | $22.8M | $49K |
| DMJPS PLLC DMJPS PLLC 401K PROFIT SHARING PLAN | GREENSBORO, NC | Advisor / Consultant INVESTMENT ADVISOR | 144 | $22.1M | $45K |
| HOWARD BUILDING CORPORATION HOWARD BUILDING CORP 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 142 | $19.2M | $41K |
| LONE STAR COMMUNICATIONS, INC. LONE STAR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | GRAND PRAIRE, TX | Advisor / Consultant INVESTMENT ADVISOR | 227 | $19.1M | $26K |
| LONE STAR COMMUNICATIONS, INC. LONE STAR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | GRAND PRAIRE, TX | Advisor / Consultant INVESTMENT ADVISOR | 230 | $17.5M | $12K |
| HOWARD BUILDING CORPORATION HOWARD BUILDING CORP 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 156 | $16.3M | $43K |
| CHILDRENS HEALTH OF CAROLINA, PA CHILDREN'S HEALTH OF CAROLINA P.A. 401(K) PROFIT SHARING PLAN | LUMBERTON, NC | Advisor / Consultant INVESTMENT ADVISOR | 143 | $12.3M | $43K |
| VIRA INSIGHT, LLC VIRA INSIGHT, LLC 401(K) PLAN | LEWISVILLE, TX | Advisor / Consultant INVESTMENT ADVISORY | 201 | $12.2M | $29K |
| VIRA INSIGHT, LLC VIRA INSIGHT, LLC 401(K) PLAN | LEWISVILLE, TX | Advisor / Consultant INVESTMENT ADVISORY | 173 | $10.9M | $15K |
| CHILDRENS HEALTH OF CAROLINA, PA CHILDREN'S HEALTH OF CAROLINA P.A. 401(K) PROFIT SHARING PLAN | LUMBERTON, NC | Advisor / Consultant INVESTMENT ADVISOR | 134 | $10.8M | $42K |
| CHILDRENS HEALTH OF CAROLINA, PA CHILDREN'S HEALTH OF CAROLINA P.A. 401(K) PROFIT SHARING PLAN | LUMBERTON, NC | Advisor / Consultant INVESTMENT ADVISOR | 114 | $10.4M | $42K |
| C & C MARINE AND REPAIR, L.L.C. C & C MARINE AND REPAIR, L.L.C. 401(K) SAVINGS PLAN | BELLE CHASSE, LA | Other NONE | 143 | $10.4M | $21K |
| NEWPORT DIVERSIFIED, INC. NEWPORT DIVERSIFIED, INC. PROFIT SHARING AND SAVINGS PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 198 | $9.6M | $26K |
| TURNERS OUTDOORS INC. TURNERS OUTDOORS INC. 401K PLAN | RIALTO, CA | Other NONE | 736 | $9.4M | $0 |
| JSERRA CATHOLIC HIGH SCHOOL JSERRA CATHOLIC HIGH SCHOOL 401(K) SAVINGS PLAN | SAN JUAN CAPISTRANO, CA | Advisor / Consultant INVESTMENT ADVISOR | 212 | $8.8M | $33K |
| C & C MARINE AND REPAIR, L.L.C. C & C MARINE AND REPAIR, L.L.C. 401(K) SAVINGS PLAN | BELLE CHASSE, LA | Other NONE | 139 | $8.5M | $18K |
| DAVID J. FRANK LANDSCAPE CONTRACTING, INC. DAVID J. FRANK LANDSCAPE CONTRACTING, INC. RETIREMENT PLAN | GERMANTOWN, WI | Advisor / Consultant INVESTMENT ADVISOR | 212 | $8.4M | $31K |
| TURNERS OUTDOORS INC. TURNERS OUTDOORS INC. 401K PLAN | RIALTO, CA | Other NONE | 665 | $7.9M | $0 |
| JSERRA CATHOLIC HIGH SCHOOL JSERRA CATHOLIC HIGH SCHOOL 401(K) SAVINGS PLAN | SAN JUAN CAPISTRANO, CA | Advisor / Consultant INVESTMENT ADVISOR | 206 | $7.5M | $27K |
| NEWPORT DIVERSIFIED, INC. NEWPORT DIVERSIFIED, INC. PROFIT SHARING AND SAVINGS PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 156 | $7.1M | $22K |
| C & C MARINE AND REPAIR, L.L.C. C & C MARINE AND REPAIR, L.L.C. 401(K) SAVINGS PLAN | BELLE CHASSE, LA | Other NONE | 135 | $7.1M | $19K |
| TURNERS OUTDOORS INC. TURNERS OUTDOORS INC. 401K PLAN | RIALTO, CA | Other NONE | 564 | $6.4M | $0 |
| NORTHWOOD CLUB, INC. NORTHWOOD CLUB 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 143 | $6.4M | $11K |
| NORTHWOOD CLUB, INC. NORTHWOOD CLUB 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 118 | $5.6M | $11K |
| ADRIATIC MARINE, L.L.C. ADRIATIC MARINE, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | RACELAND, LA | Other NONE | 135 | $4.3M | $8K |
| ADRIATIC MARINE, L.L.C. ADRIATIC MARINE, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | RACELAND, LA | Other NONE | 122 | $3.3M | $6K |
| RAMKO MANUFACTURING, INC. RAMKO MANUFACTURING, INC. PROFIT SHARING PLAN | HEMET, CA | Advisor / Consultant RIA | 163 | $2.8M | $14K |
| FAR WEST SERVICES, LLC FAR WEST SERVICES, LLC 401(K) PLAN | COSTA MESA, CA | Other SERVICE PROVIDER | 3,427 | $2.7M | $0 |
| ADRIATIC MARINE, L.L.C. ADRIATIC MARINE, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | RACELAND, LA | Other NONE | 102 | $2.3M | $5K |
| JVS SOCAL JVS SOCAL 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISORY | 189 | $1.1M | $0 |
| FLEUR DE LIS ENERGY, L.L.C. FDL ENERGY 401(K) PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 0 | $1K | $12K |