How big is Propoint, LLC's plan?

Propoint, LLC's plan reported $2.5M in assets and 10 participants for 2024.

Original filing (PDF)20260319113741NAL0004125697001

Propoint, LLC

Name: Propoint, LLC — Propoint 401(k) Plan, Form 5500 (2024)
Creator: Propoint, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Propoint 401(k) Plan

401(k) retirement plan · Propoint, LLC's Propoint 401(k) Plan held $2.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Kristina Barrett signed Propoint, LLC's 2024 Form 5500 as plan administrator.

Kristina Barrett — 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

Propoint, LLC's EIN is 27-3322664.

EIN 27-3322664

Plan number 001

Plan year 2024

ACK ID 20260319113741NAL0004125697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Propoint, LLC'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 PROPOINT, 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.

Plan sponsor

Name

PROPOINT, LLC

EIN

all filings

Address

525 COLUMBIA STREET NW · SUITE 204 · OLYMPIA, WA · 98501

Phone

—

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-19

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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