How big is Cardinal Point Capital LLC's plan?

Cardinal Point Capital LLC's plan reported $677K in assets and 4 participants for 2024.

Original filing (PDF)20250728224223NAL0003788112001

Cardinal Point Capital LLC

Name: Cardinal Point Capital LLC — Cardinal Point Capital, Form 5500 (2024)
Creator: Cardinal Point Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardinal Point Capital LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cardinal Point Capital LLC's Cardinal Point Capital LLC 401(k) Profit Sharing Plan & Trust held $677K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$677K

Net assets (EOY)

$677K

People on this filing

Michelle Yarwood signed Cardinal Point Capital LLC's 2024 Form 5500 as plan administrator.

Michelle Yarwood — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cardinal Point Capital LLC's EIN is 05-0588954.

EIN 05-0588954

Plan number 001

Plan year 2024

ACK ID 20250728224223NAL0003788112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cardinal Point Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cardinal Point Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARDINAL POINT CAPITAL LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score