How big is Fort Point Capital, LLC's plan?

Fort Point Capital, LLC's plan reported $3.6M in assets and 14 participants for 2024.

Original filing (PDF)20251015110345NAL0004361073001

Fort Point Capital, LLC

Name: Fort Point Capital, LLC — Fort Point Capital 401(k), Form 5500 (2024)
Creator: Fort Point Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fort Point Capital 401(k) Plan

401(k) retirement plan · Fort Point Capital, LLC's Fort Point Capital 401(k) Plan held $3.6M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Fort Point Capital, LLC's EIN is 38-3823581.

EIN 38-3823581

Plan number 001

Plan year 2024

ACK ID 20251015110345NAL0004361073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fort Point Capital, 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 FORT POINT CAPITAL, 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