Original filing (PDF)20250929140335NAL0015300051001

Counterpoint Strategies Ltd. C/O Laforte Financial Services

Name: Counterpoint Strategies Ltd. C/O Laforte Financial Services — Form 5500 Plan 002 (2024)
Creator: Counterpoint Strategies Ltd. C/O Laforte Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Counterpoint Strategies, Ltd. Profit Sharing Plan

401(k) retirement plan · Counterpoint Strategies Ltd. C/O Laforte Financial Services' Counterpoint Strategies, Ltd. Profit Sharing Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Counterpoint Strategies Ltd. C/O Laforte Financial Services' EIN is 26-1789967.

EIN 26-1789967

Plan number 002

Plan year 2024

ACK ID 20250929140335NAL0015300051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Counterpoint Strategies Ltd. C/O Laforte Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Counterpoint Strategies Ltd. C/O Laforte Financial Services' 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 COUNTERPOINT STRATEGIES LTD. C/O LAFORTE FINANCIAL SERVICES.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

COUNTERPOINT STRATEGIES LTD. C/O LAFORTE FINANCIAL SERVICES

EIN

all filings

Address

1127 HIGH RIDGE ROAD · SUITE 180 · STAMFORD, CT · 06905

Phone

(203) 249-9913

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator