# Beacon Pointe Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/beacon-pointe-advisors-llc-401k-plan

> Beacon Pointe Advisors, LLC's 401(k) plan: 569 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beacon-pointe-advisors-llc-401k-plan)

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