Original filing (PDF)20250523092246NAL0009823858001

CENTERPOINTE YACHT SERVICES LLC

Name: CENTERPOINTE YACHT SERVICES LLC — CENTERPOINTE YACHT SERVICES LLC 401K PROFIT SHARING PLAN AND TRU, Form 5500 (2024)
Creator: CENTERPOINTE YACHT SERVICES LLC

Form 5500-SF

FILING_RECEIVED

CENTERPOINTE YACHT SERVICES LLC 401K PROFIT SHARING PLAN AND TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTERPOINTE YACHT SERVICES LLC.

Plan sponsor

Name

CENTERPOINTE YACHT SERVICES LLC

EIN

45-2768562

Address

700 S WATER ST · MILWAUKEE, WI · 53204

Phone

(414) 273-0711

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

JACOBSEN & HOWARD DBA OUTBOARD MOTOR SHOP

OUTBOARD MOTOR SHOP PROFIT SHARING PLAN

$2.4M · 9 participants

HERN MARINE DISTRIBUTORS, LTD

HERN MARINE DISTRIBUTORS, LTD 401(K) PROFIT SHARING PLAN

$2.4M · 39 participants

DEVILS LAKE WATERSPORTS, INC.

DEVILS LAKE WATERSPORTS, INC. 401K PROFIT SHARING PLAN

$2.4M · 8 participants

SEACOAST ENTERPRISES ASSOCIATE

SEACOAST ENTERPRISES ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

$2.4M · 27 participants

RIVERFRONT MARINE SPORTS, INC.