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Original filing (PDF)20240922050523NAL0017690112001
POINTENORTH INSURANCE GROUP, LLC
Form 5500
FILING_RECEIVED
POINTENORTH INSURANCE GROUP, LLC 401(K) PROFIT SHA RING PLAN & TRUST
401(k) retirement plan
Active participants
227
Accounts w/ balance
176
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
27 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POINTENORTH INSURANCE GROUP, LLC.
Plan sponsor
Name
POINTENORTH INSURANCE GROUP, LLC
EIN
27-4417003
Address
1000 PARKWOOD CIR SE STE 600 · ATLANTA, GA · 303393024
Phone
(770) 858-7540
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $3K | — |
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $2K | — |
Investments
27 pooled funds· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK MID-CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 224 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SMARTCOURSE 2035 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 653 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SMARTCOURSE 2060 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 090 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK GLOBAL ALLOCATION RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 277 | Pooled Separate Account | $0 | <0.1% |
| VIRTUS SEIX TOTAL RETURN BOND RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 599 | Pooled Separate Account | $0 | <0.1% |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SMARTCOURSE 2050 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 656 | Pooled Separate Account | $0 | <0.1% |
| INVESCO SMALL CAP EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 533 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD SMALL-CAP INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 236 | Pooled Separate Account | $0 | <0.1% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | $0 | <0.1% |
| DELAWARE IVY MID CAP GROWTH RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 515 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SMARTCOURSE 2055 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 657 | Pooled Separate Account | $0 | <0.1% |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | $0 | <0.1% |
| PIMCO TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 349 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SMARTCOURSE 2045 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 655 | Pooled Separate Account | $0 | <0.1% |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD SMALL-CAP GROWTH INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 131 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | $0 | <0.1% |
| PGIM TOTAL RETURN BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 597 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SMARTCOURSE 2025 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 651 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SMARTCOURSE RETIREMENT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 658 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS AMCAP RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 245 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SMARTCOURSE 2040 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 654 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SMARTCOURSE 2030 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 652 | Pooled Separate Account | $0 | <0.1% |
| PGIM JENNISON GLOBAL EQUITY INCOME TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 596 | Pooled Separate Account | $0 | <0.1% |