How big is Waypoint Advisory Services, LLC's plan?

Waypoint Advisory Services, LLC's plan reported $1.5M in assets and 15 participants for 2025.

Original filing (PDF)20260219145658NAL0010839810001

Waypoint Advisory Services, LLC

Name: Waypoint Advisory Services, LLC — Waypoint Advisory, Form 5500 (2025)
Creator: Waypoint Advisory Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waypoint Advisory Services 401(k) Plan

401(k) retirement plan · Waypoint Advisory Services, LLC's Waypoint Advisory Services 401(k) Plan held $1.5M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Waypoint Advisory Services, LLC's EIN is 45-1213731.

EIN 45-1213731

Plan number 001

Plan year 2025

ACK ID 20260219145658NAL0010839810001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waypoint Advisory Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waypoint Advisory Services, 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 WAYPOINT ADVISORY SERVICES, 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