Original filing (PDF)20250616164516NAL0000547107001

ON POINT STRATEGY LLC

Name: ON POINT STRATEGY LLC — ON POINT STRATEGY LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: ON POINT STRATEGY LLC

Form 5500-SF

FILING_RECEIVED

ON POINT STRATEGY LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ON POINT STRATEGY LLC.

Plan sponsor

Name

ON POINT STRATEGY LLC

EIN

66-0871161

Address

PO BOX 2031 · CAGUAS, PR · 00726

Phone

(787) 346-1702

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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