Beacon Pointe Holdings DBA

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

212

Total plan assets

$8.8M

Filings (rows)

Direct comp

$33K

Indirect comp

Showing only "BEACON POINTE HOLDINGS DBA"

View all 8 variants aggregated →

BEACON POINTE ADVISORS83 BEACON POINTE INVESTMENT ADVISORY9 BEACON POINTE3 BEACON POINTE ADVISORS CO2 BEACON POINTE HOLDINGS DBA1 BEACON POINTE WEALTH ADVISORS1 BEACON POINTE HOLDINGS DBA BEAC1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Jserra Catholic High School Jserra Catholic High School 401(k) Savings Plan · all filings	SAN JUAN CAPISTRANO, CA	Advisor / Consultant	212	$8.8M	$33K	$0