How big is Wholepoint Systems LLC's plan?

Wholepoint Systems LLC's plan reported $202K in assets and 15 participants for 2022.

Original filing (PDF)20230724131450NAL0015928018001

Wholepoint Systems LLC

Name: Wholepoint Systems LLC — Wholepoint Systems, LLC, Form 5500 (2022)
Creator: Wholepoint Systems LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wholepoint Systems, LLC 401(k)

401(k) retirement plan · Wholepoint Systems LLC's Wholepoint Systems, LLC 401(k) held $202K in plan assets for 15 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

Emily Griffin signed Wholepoint Systems LLC's 2022 Form 5500 as plan administrator.

Emily Griffin — 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

Wholepoint Systems LLC's EIN is 46-5676727.

EIN 46-5676727

Plan number 001

Plan year 2022

ACK ID 20230724131450NAL0015928018001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Wholepoint Systems LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Wholepoint Systems 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 WHOLEPOINT SYSTEMS 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