Original filing (PDF)20250626051343NAL0020787666001

CARDINAL POINT LLC

Name: CARDINAL POINT LLC — CARDINAL POINT LLC 401K PLAN, Form 5500 (2024)
Creator: CARDINAL POINT LLC

Form 5500-SF

FILING_RECEIVED

CARDINAL POINT LLC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CARDINAL POINT LLC

EIN

45-5476404all filings

Address

753 MAJORCA AVE · CORAL GABLES, FL · 33134

Phone

(305) 262-2539

Industry