What public Form 5500 filings show about the Great Point Wealth Advisors LL 401(k) plan — and how to find and check your own account.
Great Point Wealth Advisors LL (EIN 26-2519655) reports GREAT POINT WEALTH ADVISORS LL 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $852K 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 Great Point Wealth Advisors LL filing — schedules, fees, and providers.
Great Point Wealth Advisors LL’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 Great Point Wealth Advisors LLHR for the recordkeeper’s name and login.
