Beacon Pointe Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Beacon Pointe Advisors is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $238,588 and reported indirect compensation totals $309,097.
Reported compensation summary
- Reported direct compensation
- $238,588
- Reported indirect compensation
- $309,097
- Total reported compensation
- $547,685
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Eisenhower Medical Associates Inc. | CA | 1 | $275,894 |
| Genesys Cloud Services, Inc. | CA | 1 | $117,323 |
| Reta Trust | CA | 1 | $86,179 |
| Alexander Dawson Foundation | NV | 1 | $35,086 |
| Turners Outdoors Inc. | CA | 1 | $33,203 |
State footprint
Plans reporting Beacon Pointe Advisors are sponsored in CA (4), NV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Eisenhower Medical Associates Inc. | Eisenhower Medical Associates 401k Profit Sharing Plan | 2023 | $0 | $275,894 |
| Genesys Cloud Services, Inc. | Genesys Retirement Savings Plan | 2023 | $117,323 | not reported in the loaded dataset |
| Reta Trust | Reta Plan | 2023 | $86,179 | not reported in the loaded dataset |
| Alexander Dawson Foundation | The Alexander Dawson School 401(K) Plan | 2023 | $35,086 | $0 |
| Turners Outdoors Inc. | Turners Outdoors Inc. 401k Plan | 2023 | $0 | $33,203 |
Related Form 5500 pages
- Eisenhower Medical Associates 401k Profit Sharing Plan (plan 001)
- Eisenhower Medical Associates Inc. — all reported plans
- Genesys Retirement Savings Plan (plan 001)
- Genesys Cloud Services, Inc. — all reported plans
- Reta Plan (plan 501)
- Reta Trust — all reported plans
- The Alexander Dawson School 401(K) Plan (plan 003)
- Alexander Dawson Foundation — all reported plans
- Turners Outdoors Inc. 401k Plan (plan 001)
- Turners Outdoors Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources