· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
Back to search
BEACON POINTE HOLDINGS DBA BEAC
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
1
Active participants
206
Total plan assets
$7.5M
Filings (rows)
1
Direct comp
$27K
Indirect comp
$0
Showing only "BEACON POINTE HOLDINGS DBA BEAC"
View all 8 variants aggregated →
BEACON POINTE ADVISORS
82
BEACON POINTE INVESTMENT ADVISORY
9
BEACON POINTE
3
BEACON POINTE ADVISORS CO
2
BEACON POINTE WEALTH ADVISORS
1
BEACON POINTE HOLDINGS DBA
1
BEACON POINTE WEALTH ADV
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
JSERRA CATHOLIC HIGH SCHOOL
JSERRA CATHOLIC HIGH SCHOOL 401(K) SAVINGS PLAN
SAN JUAN CAPISTRANO, CA
Advisor / Consultant
206
$7.5M
$27K
$0
BEACON POINTE HOLDINGS DBA BEAC
1
BEACON POINTE HOLDINGS DBA BEAC — Form 5500 Service Provider Profile | Form 5500 Search