How big is Point2, Inc.'s plan?

Point2, Inc.'s plan reported $1.6M in assets and 4 participants for 2025.

Original filing (PDF)20260508080504NAL0002815219001

Point2, Inc.

Name: Point2, Inc. — Point2, Inc. Cash Balance Plan, Form 5500 (2025)
Creator: Point2, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Point2, Inc. Cash Balance Plan

Defined-benefit pension plan · Point2, Inc.'s Point2, Inc. Cash Balance Plan held $1.6M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

CURT Harmatys signed Point2, Inc.'s 2025 Form 5500 as plan administrator.

CURT Harmatys — 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

Point2, Inc.'s EIN is 39-1841679.

EIN 39-1841679

Plan number 002

Plan year 2025

ACK ID 20260508080504NAL0002815219001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Point2, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Point2, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POINT2, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

POINT2, INC.

EIN

all filings

Address

4411 SOUTHDOWN DRIVE · WATERFORD, WI · 53185

Phone

(262) 902-5841

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-08

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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