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

496

Total plan assets

$81.7M

Filings (rows)

Direct comp

$118K

Indirect comp

Showing only "BEACON POINTE ADVISORS CO"

View all 8 variants aggregated →

BEACON POINTE ADVISORS88 BEACON POINTE INVESTMENT ADVISORY10 BEACON POINTE ADVISORS CO3 BEACON POINTE3 BEACON POINTE HOLDINGS DBA BEAC2 BEACON POINTE HOLDINGS DBA1 BEACON POINTE WEALTH ADV1

SERVICES PROVIDED

Investment manager2

Advisor / Consultant1

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Benchmark Bank Benchmark Bank Employees 401(k) Plan and Trust · all filings	PLANO, TX	Investment manager	167	$31.8M	$41K	$0
Benchmark Bank Benchmark Bank Employees 401(k) Plan and Trust · all filings	PLANO, TX	Advisor / Consultant	169	$26.6M	$53K	$0
Benchmark Bank Benchmark Bank Employees 401(k) Plan and Trust · all filings	PLANO, TX	Investment manager	160	$23.4M	$24K	$0