How big is Canal Pointe Capital, LLC's plan?

Canal Pointe Capital, LLC's plan reported $3.5M in assets and 3 participants for 2024.

Original filing (PDF)20250509175512NAL0031155826001

Canal Pointe Capital, LLC

Name: Canal Pointe Capital, LLC — Canal Pointe Capital, Form 5500 (2024)
Creator: Canal Pointe Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canal Pointe Capital, LLC 401(k) Retirement Plan

401(k) retirement plan · Canal Pointe Capital, LLC's Canal Pointe Capital, LLC 401(k) Retirement Plan held $3.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Mark Sollenberger signed Canal Pointe Capital, LLC's 2024 Form 5500 as plan administrator.

Mark Sollenberger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Canal Pointe Capital, LLC's EIN is 45-5271335.

EIN 45-5271335

Plan number 001

Plan year 2024

ACK ID 20250509175512NAL0031155826001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Canal Pointe Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Canal Pointe Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANAL POINTE CAPITAL, LLC.

Finding similar companies…

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