How big is Cardinal Point Partners, LLC's plan?

Cardinal Point Partners, LLC's plan reported $4.4M in assets and 1 participants for 2024.

Original filing (PDF)20251006152220NAL0009762098001

Cardinal Point Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Cardinal Point Partners Retirement Plan

401(k) retirement plan · Cardinal Point Partners, LLC's Cardinal Point Partners Retirement Plan held $4.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Brent Franzel signed Cardinal Point Partners, LLC's 2024 Form 5500 as plan administrator.

Brent Franzel — 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 Partners, LLC's EIN is 20-4514853.

EIN 20-4514853

Plan number 001

Plan year 2024

ACK ID 20251006152220NAL0009762098001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cardinal Point Partners, 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 PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CARDINAL POINT PARTNERS, LLC

EIN

all filings

Address

5614 CONNECTICUT AVE, NW, STE 243 · WASHINGTON, DC · 20015

Phone

(202) 664-1100

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator