BEYOND WEALTH

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

1,140

Total plan assets

$36.6M

Filings (rows)

Direct comp

$97K

Indirect comp

Aggregating 2 name variants under "BEYOND WEALTH"

BEYOND WEALTH MANAGEMENT GROUP3 BEYOND WEALTH MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant4

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
HUDSON VALLEY STAFF, LTD. DBA ACADIA HR ACADIA HR MEP PLAN	RED HOOK, NY	Advisor / Consultant INVESTMENT ADVISORY-PLAN	477	$10.2M	$25K
MPI INCORPORATED MPI INCORPORATED 401(K) PLAN	POUGHKEEPSIE, NY	Advisor / Consultant INVESTMENT ADVISOR	87	$10.0M	$19K
HUDSON VALLEY STAFF, LTD. DBA ACADIA HR ACADIA HR MEP PLAN