How big is On Point Strategy LLC's plan?

On Point Strategy LLC's plan reported $199K in assets and 34 participants for 2025.

Original filing (PDF)20260328170315NAL0016141970001

On Point Strategy LLC

Name: On Point Strategy LLC — On Point Strategy LLC, Form 5500 (2025)
Creator: On Point Strategy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

On Point Strategy LLC Retirement Plan

401(k) retirement plan · On Point Strategy LLC's On Point Strategy LLC Retirement Plan held $199K in plan assets for 34 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

Plan identifiers

On Point Strategy LLC's EIN is 66-0871161.

EIN 66-0871161

Plan number 001

Plan year 2025

ACK ID 20260328170315NAL0016141970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for On Point Strategy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

On Point Strategy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ON POINT STRATEGY 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