How big is Waypoint Wealth Management, LLC's plan?

Waypoint Wealth Management, LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20251009140402NAL0003976531001

Waypoint Wealth Management, LLC

Name: Waypoint Wealth Management, LLC — Waypoint Wealth, Form 5500 (2024)
Creator: Waypoint Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waypoint Wealth Management, LLC 401(k) Plan & Trust

401(k) retirement plan · Waypoint Wealth Management, LLC's Waypoint Wealth Management, LLC 401(k) Plan & Trust held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Waypoint Wealth Management, LLC's EIN is 52-2287310.

EIN 52-2287310

Plan number 001

Plan year 2024

ACK ID 20251009140402NAL0003976531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waypoint Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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