How big is Point B Realty, LLC's plan?

Point B Realty, LLC's plan reported $936K in assets and 4 participants for 2024.

Original filing (PDF)20250716074203NAL0002897073001

Point B Realty, LLC

Name: Point B Realty, LLC — Point B Realty, LLC 401(k), Form 5500 (2024)
Creator: Point B Realty, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Point B Realty, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Point B Realty, LLC's Point B Realty, LLC 401(k) Profit Sharing Plan held $936K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

Plan identifiers

Point B Realty, LLC's EIN is 80-0249481.

EIN 80-0249481

Plan number 001

Plan year 2024

ACK ID 20250716074203NAL0002897073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Point B Realty, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Point B Realty, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

POINT B REALTY, LLC

EIN

all filings

Address

19 WINTER STREET · EDGARTOWN, MA · 02539

Phone

(508) 627-4567

Industry

Real Estate

Plan administrator