How big is Viewpoint Wealth Partners' plan?

Viewpoint Wealth Partners' plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250429092631NAL0000342641001

Viewpoint Wealth Partners

Name: Viewpoint Wealth Partners — Viewpoint Wealth, Form 5500 (2024)
Creator: Viewpoint Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Viewpoint Wealth Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Viewpoint Wealth Partners' Viewpoint Wealth Partners 401(k) Profit Sharing Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Donald Grassi signed Viewpoint Wealth Partners' 2024 Form 5500 as plan administrator.

Donald Grassi — 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

Viewpoint Wealth Partners' EIN is 46-5424537.

EIN 46-5424537

Plan number 001

Plan year 2024

ACK ID 20250429092631NAL0000342641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Viewpoint Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Viewpoint Wealth Partners' 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 VIEWPOINT WEALTH PARTNERS.

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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