BEACON POINTE ADVISORS CO

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

329

Total plan assets

$49.9M

Filings (rows)

Direct comp

$77K

Indirect comp

Showing only "BEACON POINTE ADVISORS CO"

View all 8 variants aggregated →

BEACON POINTE ADVISORS82 BEACON POINTE INVESTMENT ADVISORY9 BEACON POINTE3 BEACON POINTE ADVISORS CO2 BEACON POINTE HOLDINGS DBA1 BEACON POINTE WEALTH ADVISORS1 BEACON POINTE WEALTH ADV1

SERVICES PROVIDED

Investment manager1

Advisor / Consultant1

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BENCHMARK BANK BENCHMARK BANK EMPLOYEES 401K PLAN AND TRUST	PLANO, TX	Advisor / Consultant	169	$26.6M	$53K	$0
BENCHMARK BANK BENCHMARK BANK EMPLOYEES 401K PLAN AND TRUST	PLANO, TX	Investment manager	160