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Beacon Pointe Advisors, LLC

Newport Beach, CA, 92660

EIN 27-0636826
Plans
2
Total participants
3,407
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Beacon Pointe 401(K) Plan569
2024Form 5500501Beacon Pointe Health And Welfare Benefit Plan561
2023Form 5500001Beacon Pointe 401(K) Plan445
2023Form 5500501Beacon Pointe Health And Welfare Benefit Plan461
2022Form 5500001Beacon Pointe 401(K) Plan382
2022Form 5500501Beacon Pointe Health And Welfare Benefit Plan312
2021Form 5500001Beacon Pointe 401(K) Plan274
2021Form 5500501Beacon Pointe Health And Welfare Benefit Plan226
2020Form 5500001Beacon Pointe 401(K) Plan177

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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