How big is Iron Point Financial Advisors' plan?

Iron Point Financial Advisors' plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20250819131619NAL0002249889001

Iron Point Financial Advisors

Name: Iron Point Financial Advisors — Iron Point Financial, Form 5500 (2024)
Creator: Iron Point Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Iron Point Financial Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Iron Point Financial Advisors' Iron Point Financial Advisors 401(k) Profit Sharing Plan held $1.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Iron Point Financial Advisors' EIN is 68-0403822.

EIN 68-0403822

Plan number 001

Plan year 2024

ACK ID 20250819131619NAL0002249889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Iron Point Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Iron Point Financial Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IRON POINT FINANCIAL ADVISORS.

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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