What public Form 5500 filings show about the Waypoint Capital Advisors LLC 401(k) plan — and how to find and check your own account.
Waypoint Capital Advisors LLC (EIN 87-3170015) reports WAYPOINT CAPITAL ADVISORS LLC on its most recent Form 5500, with $42K in plan assets across 7 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 Waypoint Capital Advisors LLC filing — schedules, fees, and providers.
Waypoint Capital Advisors 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 Waypoint Capital Advisors LLCHR for the recordkeeper’s name and login.
