How big is Wealthpoint Advisors, LLC's plan?

Wealthpoint Advisors, LLC's plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20250516102914NAL0046582898001

Wealthpoint Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealthpoint Advisors, LLC 401(k) P/S Plan

401(k) retirement plan · Wealthpoint Advisors, LLC's Wealthpoint Advisors, LLC 401(k) P/S Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Brent Walker signed Wealthpoint Advisors, LLC's 2024 Form 5500 as plan administrator.

Brent Walker — 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

Wealthpoint Advisors, LLC's EIN is 27-0854154.

EIN 27-0854154

Plan number 001

Plan year 2024

ACK ID 20250516102914NAL0046582898001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthpoint Advisors, LLC's plan includes automatic enrollment, 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 WEALTHPOINT ADVISORS, 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

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 (88th percentile).

Plan sponsor

Name

WEALTHPOINT ADVISORS, LLC

EIN

all filings

Address

8520 ALLISON POINTE BLVD · SUITE 230 · INDIANAPOLIS, IN · 46250

Phone

(317) 818-1040

Industry

Finance & Insurance

Plan administrator