Cypress Point Wealth Management, LLC's EIN is 20-8726222.
Download the official 2025 Form 5500 (PDF) for Cypress Point Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Cypress Point Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
