How big is Centerpoint Advisors, LLC's plan?

Centerpoint Advisors, LLC's plan reported $2.8M in assets and 13 participants for 2024.

Original filing (PDF)20250828124300NAL0020515890001

Centerpoint Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Centerpoint Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Centerpoint Advisors, LLC's Centerpoint Advisors, LLC 401(k) Profit Sharing Plan held $2.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

John Wolfsberg signed Centerpoint Advisors, LLC's 2024 Form 5500 as plan administrator.

John Wolfsberg — 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

Centerpoint Advisors, LLC's EIN is 20-4158194.

EIN 20-4158194

Plan number 001

Plan year 2024

ACK ID 20250828124300NAL0020515890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Centerpoint Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Centerpoint Advisors, 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 CENTERPOINT 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