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"

View all 2 variants aggregated →

BEAM WEALTH ADVISORS INCAN3 BEAM WEALTH ADVISORS1

SERVICES PROVIDED

Investment manager1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SVZ USA WASHINGTON, INC. SVZ USA WASHINGTON, INC. 401(K) PROFIT SHARING PLAN	OTHELLO, WA	Investment manager	117	$3.3M	$0	$5K