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"

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BEAM WEALTH ADVISORS INCAN3 BEAM WEALTH ADVISORS2

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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