· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONTROLPOINT TECHNOLOGIES INC. — CONTROLPOINT TECHNOLOGIES 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250620092804NAL0003777937001
CONTROLPOINT TECHNOLOGIES INC.
Form 5500-SF
FILING_RECEIVED
CONTROLPOINT TECHNOLOGIES 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
71
Accounts w/ balance
81
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CONTROLPOINT TECHNOLOGIES INC.
.
Find decision makers
Plan sponsor
Name
CONTROLPOINT TECHNOLOGIES INC.
EIN
04-3469428
Address
200 LEDGEWOOD PLACE, SUITE 300 · ROCKLAND, MA · 02370
Phone
(781) 261-9666
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
KAPPES, CASSIDAY & ASSOCIATES
KAPPES, CASSIDAY & ASSOCIATES 401(K) PLAN
$8.3M · 54 participants
EAC DESIGN, INC.
EAC DESIGN, INC. 401(K) PLAN
$8.3M · 96 participants
DGT ASSOCIATES, INC.
DGT ASSOCIATES, INC. 401(K) PLAN
$8.3M · 60 participants
CHAGRIN VALLEY ENGINEERING, LTD.
CHAGRIN VALLEY ENGINEERING, LTD 401(K) RETIREMENT PLAN AND TRUST
$8.3M · 66 participants
JEWELL ASSOCIATES ENGINEERS, INC.
JAE 401(K) RETIREMENT PLAN
$8.3M · 59 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KRANZE TECHNOLOGY
KRANZE TECHNOLOGY SOLUTIONS 401(K) PLAN
$8.3M · 139 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B