How big is Crown Point Advisors, LLC's plan?

Crown Point Advisors, LLC's plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20251014105404NAL0001263107001

Crown Point Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Crown Point Advisors, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Crown Point Advisors, LLC's Crown Point Advisors, LLC Defined Benefit Pension Plan held $1.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Crown Point Advisors, LLC's EIN is 27-3799236.

EIN 27-3799236

Plan number 002

Plan year 2024

ACK ID 20251014105404NAL0001263107001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crown Point Advisors, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROWN POINT 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off