What public Form 5500 filings show about the Cardinal Point Capital LLC 401(k) plan — and how to find and check your own account.
Cardinal Point Capital LLC (EIN 05-0588954) reports CARDINAL POINT CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $677K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cardinal Point Capital LLC filing — schedules, fees, and providers.
Cardinal Point Capital LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Cardinal Point Capital LLCHR for the recordkeeper’s name and login.
