How big is Pointer Creek Wealth Management's plan?

Pointer Creek Wealth Management's plan reported $335K in assets and 7 participants for 2024.

Original filing (PDF)20251013091924NAL0000412163001

Pointer Creek Wealth Management

Name: Pointer Creek Wealth Management — PCWM Plan B, Form 5500 (2024)
Creator: Pointer Creek Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PCWM Plan B

401(k) retirement plan · Pointer Creek Wealth Management's PCWM Plan B held $335K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

Plan identifiers

Pointer Creek Wealth Management's EIN is 47-2511270.

EIN 47-2511270

Plan number 002

Plan year 2024

ACK ID 20251013091924NAL0000412163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pointer Creek Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POINTER CREEK WEALTH MANAGEMENT.

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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