Original filing (PDF)20250923161421NAL0005891393001

J.PEAT & Associates DBA Vantagepoint Benefit

Name: J.PEAT & Associates DBA Vantagepoint Benefit — Form 5500 Plan 001 (2024)
Creator: J.PEAT & Associates DBA Vantagepoint Benefit
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vantagepoint Retirement Plan

401(k) retirement plan · J.PEAT & Associates DBA Vantagepoint Benefit's Vantagepoint Retirement Plan held $172K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.PEAT & ASSOCIATES DBA VANTAGEPOINT BENEFIT.

Plan sponsor

Name

J.PEAT & ASSOCIATES DBA VANTAGEPOINT BENEFIT

EIN

all filings

Address

20 BLAKE AVE. · LYNBROOK, NY · 11563

Phone

(516) 599-2120

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator