DOL Form 5500 · 2024 Plan Year

BEACON POINTE ADVISORS, LLC

BEACON POINTE 401(K) PLAN

Defined ContributionCA
$54.2M
Plan Assets
502
Participants
2024
Plan Year
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Plan Details

Plan Name
BEACON POINTE 401(K) PLAN
Sponsor
BEACON POINTE ADVISORS, LLC
Sponsor EIN
270636826
Plan Number
001
Location
NEWPORT BEACH, CA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$54.2M
Participants
502
Filing Received
October 15, 2025
Plan Year
2024

About this Plan

BEACON POINTE 401(K) PLAN is a defined contribution retirement plan sponsored by BEACON POINTE ADVISORS, LLC, headquartered in NEWPORT BEACH, CA, holding approximately $54.2M in plan assets on behalf of 502 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).