How big is Counterpoint Software Inc.'s plan?

Counterpoint Software Inc.'s plan reported $1.7M in assets and 5 participants for 2025.

Original filing (PDF)20260421080751NAL0002406913001

Counterpoint Software Inc.

Name: Counterpoint Software Inc. — Counterpoint Software, Form 5500 (2025)
Creator: Counterpoint Software Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Counterpoint Software Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Counterpoint Software Inc.'s Counterpoint Software Inc. 401(k) Profit Sharing Plan & Trust held $1.7M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Athena Vekkos signed Counterpoint Software Inc.'s 2025 Form 5500 as plan administrator.

Athena Vekkos — 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 Software Inc.'s EIN is 51-0300805.

EIN 51-0300805

Plan number 001

Plan year 2025

ACK ID 20260421080751NAL0002406913001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Counterpoint Software Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Counterpoint Software Inc.'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 COUNTERPOINT SOFTWARE INC.

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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