How big is Greatpoint Investment Management, LLC's plan?

Greatpoint Investment Management, LLC's plan reported $1.9M in assets and 11 participants for 2024.

Original filing (PDF)20251006150254NAL0003665953001

Greatpoint Investment Management, LLC

Name: Greatpoint Investment Management, LLC — Greatpoint, Form 5500 (2024)
Creator: Greatpoint Investment Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greatpoint Investment Management 401(k) Plan

401(k) retirement plan · Greatpoint Investment Management, LLC's Greatpoint Investment Management 401(k) Plan held $1.9M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Caitlin West signed Greatpoint Investment Management, LLC's 2024 Form 5500 as plan administrator.

Caitlin West — 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

Greatpoint Investment Management, LLC's EIN is 36-4790748.

EIN 36-4790748

Plan number 002

Plan year 2024

ACK ID 20251006150254NAL0003665953001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Greatpoint Investment Management, 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 GREATPOINT INVESTMENT MANAGEMENT, 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