Cypress Point Wealth Management, LLC (EIN 20-8726222) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $3.2M in plan assets and 11 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Cypress Point Wealth Management 401(k) Plan | 001 | 11 | $3.2M |
20-8726222 is the Employer Identification Number (EIN) Cypress Point Wealth Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
