How big is Cedar Point Financial Services LLC's plan?

Cedar Point Financial Services LLC's plan reported $814K in assets and 5 participants for 2024.

Original filing (PDF)20250905092002NAL0017050289001

Cedar Point Financial Services LLC

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

Form 5500-SF

FILING_RECEIVED

Cedar Point Financial Services LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cedar Point Financial Services LLC's Cedar Point Financial Services LLC 401(k) Profit Sharing Plan held $814K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

People on this filing

Todd Robison signed Cedar Point Financial Services LLC's 2024 Form 5500 as plan administrator.

Todd Robison — 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

Cedar Point Financial Services LLC's EIN is 27-4584579.

EIN 27-4584579

Plan number 001

Plan year 2024

ACK ID 20250905092002NAL0017050289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cedar Point Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CEDAR POINT FINANCIAL SERVICES 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