BEAM Wealth

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

358

Total plan assets

$9.6M

Filings (rows)

Direct comp

$41K

Indirect comp

$5K

Aggregating 2 name variants under "BEAM WEALTH"

Click a variant to view it alone

BEAM WEALTH ADVISORS INCAN3 BEAM WEALTH ADVISORS2

SERVICES PROVIDED

Investment manager5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SVZ USA Washington, Inc. SVZ USA Washington, Inc. 401(k) Profit Sharing Plan · all filings	OTHELLO, WA	Investment manager	117	$3.3M	$0	$5K
Goodworks, Inc. Goodworks, Inc. Federal Contract Retirement Plan · all filings	NEW ORLEANS, LA	Investment manager	81	$2.3M	$17K	$0
Goodworks, Inc. Goodworks, Inc. Federal Contract Retirement Plan · all filings	NEW ORLEANS, LA	Investment manager	86	$2.1M	$5K	$0
Goodworks. Inc., Goodworks Inc., Federal Contract Retirement Plan · all filings	NEW ORLEANS, LA	Investment manager	74	$1.9M	$19K	$0
SVZ USA Washington, Inc. SVZ USA Washington, Inc. 401(k) Profit Sharing Plan · all filings	OTHELLO, WA	Investment manager	0	$0	$0	$0