How big is Great Point Wealth Advisors LL's plan?

Great Point Wealth Advisors LL's plan reported $852K in assets and 4 participants for 2024.

Original filing (PDF)20250622050528NAL0003088243001

Great Point Wealth Advisors LL

Name: Great Point Wealth Advisors LL — Great Point Wealth, Form 5500 (2024)
Creator: Great Point Wealth Advisors LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Point Wealth Advisors LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Great Point Wealth Advisors LL's Great Point Wealth Advisors LL 401(k) Profit Sharing Plan & Trust held $852K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$852K

Net assets (EOY)

$852K

People on this filing

Peter Disch signed Great Point Wealth Advisors LL's 2024 Form 5500 as plan administrator.

Peter Disch — 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

Great Point Wealth Advisors LL's EIN is 26-2519655.

EIN 26-2519655

Plan number 001

Plan year 2024

ACK ID 20250622050528NAL0003088243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Great Point Wealth Advisors LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Great Point Wealth Advisors LL'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 GREAT POINT WEALTH ADVISORS LL.

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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