How big is Rally Point Management, LLC's plan?

Rally Point Management, LLC's plan reported $5.9M in assets and 54 participants for 2024.

Original filing (PDF)20250909135231NAL0020306913001

Rally Point Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Rally Point Management 401(k) Plan

401(k) retirement plan · Rally Point Management, LLC's Rally Point Management 401(k) Plan held $5.9M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Brett Verzwyvelt signed Rally Point Management, LLC's 2024 Form 5500 as plan administrator.

Brett Verzwyvelt — 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

Rally Point Management, LLC's EIN is 20-4964386.

EIN 20-4964386

Plan number 001

Plan year 2024

ACK ID 20250909135231NAL0020306913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rally Point Management, 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 RALLY POINT MANAGEMENT, 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