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

Active participants

206

Total plan assets

$7.5M

Filings (rows)

Direct comp

$27K

Indirect comp

Showing only "BEACON POINTE HOLDINGS DBA BEAC"

View all 8 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plans

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