Matthew Richards signed Sentry Point Private Wealth's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sentry Point Private Wealth's EIN is 39-2476850.
Download the official 2025 Form 5500 (PDF) for Sentry Point Private Wealth from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Sentry Point Private Wealth's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment.