Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 18 in 2023
Providers › Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC
- Service provider, as named on Schedule C
- EIN 270636826
- Plan year 2024
- Direct compensation reported $544,648
Assets of those plans
$50,161,976,192
0.64% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$544,648
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 15 |
| 50 | Direct payment from the plan | 15 |
| 27 | Investment advisory (plan) | 5 |
| 38 | Participant communication | 2 |
| 31 | Named fiduciary | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $48,155 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $41,754 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $28,592 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $12,270 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $11,860 |
| MW&E Savings and Retirement Plan | McDermott Will & Emery | $1,387,214,016 | 3,125 | $18,526 |
| Forvis Mazars, LLP Employees Savings Plan II | Forvis Mazars | $881,158,348 | 5,191 | $8,164 |
| Haynes and Boone Retirement Savings Plan | Haynes and Boone | $360,480,866 | 1,590 | $17,091 |
| Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan | Tidewater Physicians Multispecialty Group | $168,864,309 | 1,439 | $16,523 |
| Pachulski Stang Ziehl & Jones LLP Profit Sharing Plan | Pachulski Stang Ziehl & Jones | $148,219,087 | 138 | $16,237 |
| Regional Cancer Care Associates LLC 401(k) Profit Sharing Plan | Regional Cancer Care Associates | $125,712,860 | 666 | $10,235 |
| Townsquare Media, Inc. 401k Plan | Townsquare Media | $110,674,095 | 1,518 | $52,710 |
| Metrolina Nephrology Associates, P.A. 401(k) Plan | Metrolina Nephrology Associates | $59,970,679 | 267 | $10,826 |
| Nederman Holding USA, Inc. 401(k) Plan | Nederman Holding USA | $41,711,631 | 447 | $62,215 |
| ETC Hotels 401(k) Plan | E.T. Whitehall Santa Monica Partners | $31,579,311 | 460 | $70,262 |
| DMJPS PLLC 401k Profit Sharing Plan | DMJPS | $24,124,063 | 167 | $47,302 |
| Children's Health of Carolina P.A. 401(k) Profit Sharing Plan | Childrens Health of Carolina | $12,320,281 | 172 | $43,416 |
| Vira Insight, LLC 401(k) Plan | Vira Insight | $12,226,756 | 167 | $28,510 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.