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ROCK POINT PARTNERS LLC 401(k) Plan

What public Form 5500 filings show about the ROCK POINT PARTNERS LLC 401(k) plan — and how to find and check your own account.

Plan assets
$558K
Participants
21
Plans on file
1

The ROCK POINT PARTNERS LLC 401(k) on its latest Form 5500

ROCK POINT PARTNERS LLC (EIN 81-0893080) reports CLIENT FIRST 401(K) RETIREMENT PLAN on its most recent Form 5500, with $558K in plan assets across 21 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 ROCK POINT PARTNERS LLC filing — schedules, fees, and providers.

Who runs the ROCK POINT PARTNERS LLC 401(k)?

ROCK POINT PARTNERS 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 ROCK POINT PARTNERS LLCHR for the recordkeeper’s name and login.

How to check your ROCK POINT PARTNERS LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ROCK POINT PARTNERS LLC 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).
More on this employer: ROCK POINT PARTNERS LLC — all Form 5500 filings (EIN 81-0893080) · Wisconsin employer EIN lookup · Form 5500 search
ROCK POINT PARTNERS LLC 401(k) Plan — Form 5500