Beacon Pointe Wealth ADV

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

266

Total plan assets

$80.2M

Filings (rows)

Direct comp

Indirect comp

$122K

Showing only "BEACON POINTE WEALTH ADV"

View all 8 variants aggregated →

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

SERVICES PROVIDED

Other service providers1

Prospecting the plans that use Beacon Pointe Wealth ADV?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Eisenhower Medical Associates Inc. Eisenhower Medical Associates 401(k) Profit Sharing Plan · all filings	RANCHO MIRAGE, CA	Other service providers	266	$80.2M	$0	$122K