How big is Cardinal Point Management, LLC's plan?

Cardinal Point Management, LLC's plan reported $1.1M in assets and 16 participants for 2024.

Original filing (PDF)20250829070100NAL0011107425001

Cardinal Point Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Cardinal Point Management, LLC 401(k) Plan

401(k) retirement plan · Cardinal Point Management, LLC's Cardinal Point Management, LLC 401(k) Plan held $1.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Shirley Horner signed Cardinal Point Management, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cardinal Point Management, LLC's EIN is 80-0473828.

EIN 80-0473828

Plan number 001

Plan year 2024

ACK ID 20250829070100NAL0011107425001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cardinal Point Management, 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 CARDINAL POINT 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