Beacon Pointe Investment Advisory — 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 Investment Advisory is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $145,693 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $145,693
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $145,693
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Nederman Holding Usa, Inc. | NC | 1 | $58,564 |
| Dmjps Pllc | NC | 1 | $45,274 |
| Childrens Health Of Carolina, Pa | NC | 1 | $41,855 |
State footprint
Plans reporting Beacon Pointe Investment Advisory are sponsored in NC (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Nederman Holding Usa, Inc. | Nederman Holding Usa, Inc. 401(K) Plan | 2023 | $58,564 | not reported in the loaded dataset |
| Dmjps Pllc | Dmjps Pllc 401k Profit Sharing Plan | 2023 | $45,274 | not reported in the loaded dataset |
| Childrens Health Of Carolina, Pa | Children'S Health Of Carolina P.A. 401(K) Profit Sharing Plan | 2023 | $41,855 | not reported in the loaded dataset |
Related Form 5500 pages
- Nederman Holding Usa, Inc. 401(K) Plan (plan 001)
- Nederman Holding Usa, Inc. — all reported plans
- Dmjps Pllc 401k Profit Sharing Plan (plan 003)
- Dmjps Pllc — all reported plans
- Children'S Health Of Carolina P.A. 401(K) Profit Sharing Plan (plan 002)
- Childrens Health Of Carolina, Pa — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources