BEAM WEALTH ADVISORS INCAN

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

241

Total plan assets

$6.3M

Filings (rows)

Direct comp

$41K

Indirect comp

Showing only "BEAM WEALTH ADVISORS INCAN"

View all 2 variants aggregated →

BEAM WEALTH ADVISORS INCAN3 BEAM WEALTH ADVISORS1

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
GOODWORKS, INC GOODWORKS, INC. FEDERAL CONTRACT RETIREMENT PLAN	NEW ORLEANS, LA	Investment manager	81	$2.3M	$17K	$0
GOODWORKS, INC GOODWORKS, INC. FEDERAL CONTRACT RETIREMENT PLAN	NEW ORLEANS, LA	Investment manager