How big is Promontory Point Partners, LLC's plan?

Promontory Point Partners, LLC's plan reported $5.3M in assets and 4 participants for 2024.

Original filing (PDF)20250714152212NAL0001227377001

Promontory Point Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Promontory Point Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Promontory Point Partners, LLC's Promontory Point Partners, LLC 401(k) Profit Sharing Plan held $5.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Promontory Point Partners, LLC's EIN is 35-2158846.

EIN 35-2158846

Plan number 001

Plan year 2024

ACK ID 20250714152212NAL0001227377001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Promontory Point Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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