Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Beacon Pointe Advisors
Beacon Pointe Advisors 401(k)
- Finance and insurance
- Newport Beach, CA
- EIN 27-0636826
- 1 plan with Schedule H financials
- Plan year 2024
- Beacon Pointe Advisors, LLC
Administrative expenses excluding investment management, per participant · Beacon Pointe 401(k) Plan · plan year 2024
$90.37
Higher than 48% of the 8,758 plans $50 to 250M that report it.
Source
= $54,946 / 608
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015154307NAL0002572003001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015154307NAL0002572003001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$90.37
Higher than 32% of the 9,042 plans $50 to 250M that report it.
Source
= $54,946 / 608
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015154307NAL0002572003001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015154307NAL0002572003001, received 2025-10-15
Administrative expenses as a share of assets
0.101%
Higher than 38% of the 9,049 plans $50 to 250M that report it.
Source
= $54,946 / $54,201,118
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015154307NAL0002572003001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015154307NAL0002572003001, received 2025-10-15
Employer contributions per participant
$2,928
Higher than 54% of the 9,105 plans $50 to 250M that report it.
Source
= $1,780,357 / 608
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015154307NAL0002572003001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015154307NAL0002572003001, received 2025-10-15
Employer share of total contributions
17.1%
Higher than 12% of the 9,112 plans $50 to 250M that report it.
Source
= $1,780,357 / $10,381,154
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015154307NAL0002572003001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015154307NAL0002572003001, received 2025-10-15
Plan terms, as stated in Beacon Pointe Advisors, LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015154307NAL0002572003001, received 2025-10-15
Full record, Beacon Pointe 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BEACON POINTE ADVISORS, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Plan name | BEACON POINTE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Sponsor EIN / plan number | 27-0636826 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Sponsor location | NEWPORT BEACH, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Participants, beginning of year | 502 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Active participants | 569 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Participants, end of year | 628 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Participants with an account balance | 608 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Total assets, beginning of year | $38,826,224 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Total assets, end of year | $54,201,118 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Net assets, end of year | $54,045,177 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Total income | $16,652,310 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Net income | $15,218,953 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Employer contributions | $1,780,357 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Participant contributions | $7,604,585 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $996,212 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Total contributions | $10,381,154 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Benefit payments | $1,140,194 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $1,433,357 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Total administrative expenses | $54,946 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Contract administrator fees | $54,946 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Administrative expenses excluding investment management | $54,946 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Held in mutual funds | $44,326,700 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015154307NAL0002572003001, received 2025-10-15 |
| Independent auditor | WITHUMSMITH+BROWN, PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015154307NAL0002572003001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015154307NAL0002572003001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUPrecordkeeper | NONE | 12 Claims processing; 15 Recordkeeping and information management; 18 Custodial (other than securities); 50 Direct payment from the plan | $54,659 | no |
| CHARLES SCHWAB TRUST BANK | NONE | 19 Custodial (securities); 59 Shareholder servicing fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015154307NAL0002572003001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $38,826,224 | $54,201,118 | 39.6% |
| Participants with a balance | 487 | 608 | 24.8% |
| Administrative expenses | $41,895 | $54,946 | 31.2% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,281,191 | $1,780,357 | 39.0% |
Prior filing 20241014132546NAL0013345907001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: BEACON POINTE ADVISORS, LLC; SEC registrant: Beacon Pointe Advisors, LLC (CIK 1744317, matched by EIN).