How big is Waypoint Wealth Counsel, LLC's plan?

Waypoint Wealth Counsel, LLC's plan reported $483K in assets and 6 participants for 2024.

Original filing (PDF)20250911100452NAL0000277696001

Waypoint Wealth Counsel, LLC

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

Form 5500-SF

FILING_RECEIVED

Waypoint Wealth Counsel 401(k) Plan

401(k) retirement plan · Waypoint Wealth Counsel, LLC's Waypoint Wealth Counsel 401(k) Plan held $483K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$483K

Net assets (EOY)

$483K

Plan identifiers

Waypoint Wealth Counsel, LLC's EIN is 46-5505628.

EIN 46-5505628

Plan number 001

Plan year 2024

ACK ID 20250911100452NAL0000277696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waypoint Wealth Counsel, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waypoint Wealth Counsel, LLC's 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 WAYPOINT WEALTH COUNSEL, LLC.

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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