North Point Portfolio Managers Corp. 401(k) Plan

The North Point Portfolio Managers Corp. 401(k) on its latest Form 5500

North Point Portfolio Managers Corp. (EIN 34-1887341) reports NORTH POINT PORTFOLIO MANAGERS CORP PROFIT SHARING TRUST on its most recent Form 5500, with $11.1M in plan assets across 8 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 North Point Portfolio Managers Corp. filing — schedules, fees, and providers.

Who runs the North Point Portfolio Managers Corp. 401(k)?

North Point Portfolio Managers Corp.’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 North Point Portfolio Managers Corp.HR for the recordkeeper’s name and login.

How to check your North Point Portfolio Managers Corp. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask North Point Portfolio Managers Corp. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).