How big is Pointguard Financial, PLLC's plan?

Pointguard Financial, PLLC's plan reported $616K in assets and 8 participants for 2024.

Original filing (PDF)20250926143836NAL0010229328001

Pointguard Financial, PLLC

Name: Pointguard Financial, PLLC — Pointguard Financial, Form 5500 (2024)
Creator: Pointguard Financial, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pointguard Financial PLLC 401(k) Plan

401(k) retirement plan · Pointguard Financial, PLLC's Pointguard Financial PLLC 401(k) Plan held $616K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$611K

Plan identifiers

Pointguard Financial, PLLC's EIN is 45-4065700.

EIN 45-4065700

Plan number 002

Plan year 2024

ACK ID 20250926143836NAL0010229328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pointguard Financial, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pointguard Financial, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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