Original filing (PDF)20260708141005NAL0020170401001

Archpoint, LLC

Name: Archpoint, LLC — Archpoint Group Retirement Plan, Form 5500 (2025)
Creator: Archpoint, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Archpoint Group Retirement Plan

401(k) retirement plan · Archpoint, LLC's Archpoint Group Retirement Plan held $11.0M in plan assets for 187 participants in 2025.

Signals · 1

No recordkeeper disclosed

Active participants

187

Accounts w/ balance

151

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARCHPOINT, LLC.

Plan sponsor

Name

ARCHPOINT, LLC

EIN

47-3178507all filings

Address

14410 WURZBACH PKWY SUITE 150 · SAN ANTONIO, TX · 78216

Phone

(210) 462-9620

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC	61-1758632	—	SERVICE PROVIDER	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANCE BENEFIT GROUP	76-0500416	—	SERVICE PROVIDER	$0	—

Investments

1 pooled fund· $204K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.