BEAM Wealth Advisors

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

117

Total plan assets

$3.3M

Filings (rows)

Direct comp

Indirect comp

$5K

Showing only "BEAM WEALTH ADVISORS"

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BEAM WEALTH ADVISORS INCAN3 BEAM WEALTH ADVISORS2

SERVICES PROVIDED

Investment manager2

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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
SVZ USA Washington, Inc. SVZ USA Washington, Inc. 401(k) Profit Sharing Plan · all filings	OTHELLO, WA	Investment manager	0	$0	$0	$0