Plan Snapshot
- Plan Sponsor: Beacon Pointe Advisors, LLC
- Sponsor EIN: 270636826
- Sponsor Address: 24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 569
- Total Assets: $54.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 569 | $54.2M | $1.8M | $7.6M |
| 2023 | 445 | $38.8M | $1.3M | $6.0M |
| 2022 | 382 | $27.5M | $1.3M | $4.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $54,659 | — | $54,659 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $13,630 | $13,630 |
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,289
- Estimated Expense Ratio: 0.126% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $54,946 | — | $54,946 | — | — |
| 2023 | $41,895 | — | $41,895 | — | — |
| 2022 | $30,804 | — | $30,804 | — | — |