How big is Rock Point Advisors, LLC's plan?

Rock Point Advisors, LLC's plan reported $6.4M in assets and 8 participants for 2025.

Original filing (PDF)20260401095525NAL0001084225001

Rock Point Advisors, LLC

Name: Rock Point Advisors, LLC — Rock Point Advisors, LLC, Form 5500 (2025)
Creator: Rock Point Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rock Point Advisors, LLC 401(k) Plan

401(k) retirement plan · Rock Point Advisors, LLC's Rock Point Advisors, LLC 401(k) Plan held $6.4M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Rock Point Advisors, LLC's EIN is 20-1192730.

EIN 20-1192730

Plan number 001

Plan year 2025

ACK ID 20260401095525NAL0001084225001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rock Point Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rock Point Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCK POINT ADVISORS, 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