How big is Counterpoint Mutual Funds, LLC's plan?

Counterpoint Mutual Funds, LLC's plan reported $1.4M in assets and 13 participants for 2024.

Original filing (PDF)20250821134943NAL0007434432001

Counterpoint Mutual Funds, LLC

Name: Counterpoint Mutual Funds, LLC — Counterpoint Mutual, Form 5500 (2024)
Creator: Counterpoint Mutual Funds, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Counterpoint Mutual Funds, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Counterpoint Mutual Funds, LLC's Counterpoint Mutual Funds, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Michael Krause signed Counterpoint Mutual Funds, LLC's 2024 Form 5500 as plan administrator.

Michael Krause — 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

Counterpoint Mutual Funds, LLC's EIN is 46-5751641.

EIN 46-5751641

Plan number 001

Plan year 2024

ACK ID 20250821134943NAL0007434432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Counterpoint Mutual Funds, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Counterpoint Mutual Funds, LLC's plan includes profit-sharing, 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 COUNTERPOINT MUTUAL FUNDS, 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