Beyond Wealth Management Group

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

1,053

Total plan assets

$26.6M

Filings (rows)

Direct comp

$79K

Indirect comp

Showing only "BEYOND WEALTH MANAGEMENT GROUP"

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BEYOND WEALTH MANAGEMENT GROUP3 BEYOND WEALTH MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hudson Valley Staff, Ltd. DBA Acadia HR Acadia HR MEP Plan · all filings	RED HOOK, NY	Advisor / Consultant	477	$10.2M	$25K	$0
Hudson Valley Staff, Ltd. DBA Acadia HR Acadia HR MEP Plan · all filings	RED HOOK, NY	Advisor / Consultant	238	$8.4M	$31K	$0
Hudson Valley Staff, Ltd. DBA Acadia HR Acadia HR MEP Plan · all filings	RED HOOK, NY	Advisor / Consultant	338	$7.9M	$22K	$0