Waypoint Partners' EIN is 42-1719324.
Download the official 2025 Form 5500 (PDF) for Waypoint Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Waypoint Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).