How big is Pinpoint Financial, LLC's plan?

Pinpoint Financial, LLC's plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20251014145836NAL0003218113001

Pinpoint Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Pinpoint Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Pinpoint Financial, LLC's Pinpoint Financial, LLC 401(k) Profit Sharing Plan held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Pinpoint Financial, LLC's EIN is 26-2183269.

EIN 26-2183269

Plan number 001

Plan year 2024

ACK ID 20251014145836NAL0003218113001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinpoint Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PINPOINT FINANCIAL, 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