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 ADVISORS83 BEACON POINTE INVESTMENT ADVISORY9 BEACON POINTE3 BEACON POINTE ADVISORS CO2 BEACON POINTE WEALTH ADVISORS1 BEACON POINTE WEALTH ADV1 BEACON POINTE HOLDINGS DBA1

SERVICES PROVIDED

Advisor / Consultant1

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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