· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COUNTERPOINT CONSULTING INC — COUNTERPOINT CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250407213933NAL0017065441001
COUNTERPOINT CONSULTING INC
Form 5500-SF
FILING_RECEIVED
COUNTERPOINT CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
44
Accounts w/ balance
65
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COUNTERPOINT CONSULTING INC
.
Find decision makers
Plan sponsor
Name
COUNTERPOINT CONSULTING INC
EIN
20-5226903
Address
8255 GREENSBORO DR STE 350 · MCLEAN, VA · 221024947
Phone
(866) 809-0394
Industry
Custom Computer Programming
· Professional & Technical Services
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Custom Computer Programming plans
NEA CONSULTING
NEA CONSULTING RETIREMENT TRUST
$5.4M · 5 participants
ADVANTAGE SOFTWARE, INC.
ADVANTAGE SOFTWARE, INC. PROFIT SHARING PLAN
$5.4M · 30 participants
SAGLOBAL US INC.
SA.GLOBAL 401(K) PLAN
$5.4M · 64 participants
MARX CRYPTOTECH MANAGEMENT INC.
MARX CRYPTOTECH MANAGEMENT INC. PENSION PLAN
$5.4M · 2 participants
SIRONA MEDICAL
SIRONA MEDICAL 401(K) PLAN
$5.4M · 58 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ANIKA SYSTEMS, INC.
ANIKA SYSTEMS, INC.401(K) PLAN
$5.3M · 116 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
