Beaumont Asset Management

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

3,967

Total plan assets

$215.9M

Filings (rows)

Direct comp

$289K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Germer PLLC Germer PLLC 401(k) Plan · all filings	BEAUMONT, TX	Advisor / Consultant	216	$43.7M	$51K	$0
Germer PLLC Germer PLLC 401(k) Plan · all filings	BEAUMONT, TX	Advisor / Consultant	171	$37.8M	$44K	$0
Retail Investors of Texas, Ltd. Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust · all filings	NEDERLAND, TX	Advisor / Consultant	1,861	$37.0M	$52K	$0
Retail Investors of Texas, Ltd. Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust · all filings	NEDERLAND, TX	Advisor / Consultant	810	$35.4M	$47K	$0
Germer PLLC Germer PLLC 401(k) Plan · all filings	BEAUMONT, TX	Advisor / Consultant	164	$31.2M	$44K	$0
Retail Investors of Texas, Ltd. Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust · all filings	NEDERLAND, TX	Advisor / Consultant	745	$30.8M	$51K	$0