Original filing (PDF)20250619072514NAL0001756115001

SETPOINT AUTOMATION LLC

Name: SETPOINT AUTOMATION LLC — SETPOINT AUTOMATION LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SETPOINT AUTOMATION LLC

Form 5500-SF

FILING_RECEIVED

SETPOINT AUTOMATION LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SETPOINT AUTOMATION LLC.

Plan sponsor

Name

SETPOINT AUTOMATION LLC

EIN

20-4826836

Address

15275 COLLIER BLVD # 201-290 · NAPLES, FL · 341196750

Phone

(239) 776-9020

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

JOSEPH BULFAMANTE & SON INC.

JOSEPH BULFAMANTE & SON 401(K) PLAN

$188K · 15 participants

BOARD OF TRUSTEES OF UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN

UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN

$188K · 2,112 participants

CONSTRUCTION CONSULTANT SERVICES

SHOWER DOOR EXPERTS 401K PROFIT SHARING PLAN AND TRUST

$187K · 8 participants

M&R DRYWALL & METAL STUD, INC.

THE CONTRACTORS RETIREMENT PLAN

$188K · 8 participants

LLM PLACEMENTS, LLC

THE CONTRACTORS RETIREMENT PLAN