What public Form 5500 filings show about the Crescent Point Private Wealth 401(k) plan — and how to find and check your own account.
Crescent Point Private Wealth (EIN 83-0889349) reports CRESCENT POINT PRIVATE WEALTH 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.4M 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 Crescent Point Private Wealth filing — schedules, fees, and providers.
Crescent Point Private Wealth’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 Crescent Point Private WealthHR for the recordkeeper’s name and login.
