How big is Assembly Pointe Financial's plan?

Assembly Pointe Financial's plan reported $608K in assets and 5 participants for 2024.

Original filing (PDF)20250811164158NAL0010342608001

Assembly Pointe Financial

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

Form 5500-SF

FILING_RECEIVED

Assembly Pointe Financial 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Assembly Pointe Financial's Assembly Pointe Financial 401(k) Profit Sharing Plan & Trust held $608K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

People on this filing

Alexis-RAE Sharma signed Assembly Pointe Financial's 2024 Form 5500 as plan administrator.

Alexis-RAE Sharma — 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

Assembly Pointe Financial's EIN is 26-3585484.

EIN 26-3585484

Plan number 001

Plan year 2024

ACK ID 20250811164158NAL0010342608001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Assembly Pointe Financial's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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