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Original filing (PDF)20251015115231NAL0002358771001
POINT B, INC.
Form 5500
FILING_RECEIVED
POINT B, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 3
41% in single holding41% employer stockNo recordkeeper disclosed
Active participants
488
Accounts w/ balance
847
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
54
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Point B, Inc 14,372,772 shares of common stock" is 41% of plan.
- 41% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POINT B, INC..
Plan sponsor
Name
POINT B, INC.
EIN
26-3473011
Address
1420 FIFTH AVE STE 2200 · SEATTLE, WA · 981011346
Phone
(206) 517-5000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
14 direct securities· $27.3M(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Point B, Inc 14,372,772 shares of common stock | — | — | $13.1M | $11.2M | 34.4% | |
| Vanguard Short-Term Inv Grd Bond Fund Registered Investment Company 5 Goldman Sachs Fin Sq Govt D Instl Shs Money Market Fund | — | — | $4.3M | $4.3M | 13.1% | |
| Vanguard Equity Income Fund Registered Investment Company | — | — | $2.0M | $2.0M | 6.2% | |
| Baird Ultra Short-Term Bond Fund Registered Investment Company | — | — | $1.8M | $1.8M | 5.7% | |
| MFS Income Fund Registered Investment Company | — | — | $1.8M | $1.8M | 5.6% | |
| Vanguard Institutional Index Fund Registered Investment Company | — | — | $1.1M | $1.5M | 4.6% | |
| Baird Short-Term Bond Fund Registered Investment Company | — | — | $1.1M | $1.1M | 3.4% | |
| Vanguard Intl Dividend Registered Investment Company | — | — | $975K | $1.0M | 3.1% | |
| Invesco S&P 500 Equal Weight EFT Registered Investment Company | — | — | $810K | $964K | 3.0% | |
| Vanguard FTSE Developed ETF Registered Investment Company | — | — | $585K | $617K | 1.9% | |
| Vanguard FTSE All-World Ex-Us Registered Investment Company | — | — | $436K | $471K | 1.4% | |
| WisdomTree Floating Rate Treasury Fd ETF Registered Investment Company | — | — | $302K | $302K | 0.9% | |
| Wisdomtree Hedged Int Rate Agg Bond Fund Registered Investment Company | — | — | $77K | $67K | 0.2% | |
| Ishares Floating Rate Bond ETF Registered Investment Company | — | — | $51K | $51K | 0.2% |
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