· 2022–2024 · DOL EFAST2

Pointer Wealth — Pointer Wealth Retirement Trust, Form 5500 (2025)

Original filing (PDF)20260710081140NAL0001104609001

Pointer Wealth

Form 5500-SF

FILING_RECEIVED

Pointer Wealth Retirement Trust

401(k) retirement plan · Pointer Wealth's Pointer Wealth Retirement Trust held $25K in plan assets for 4 participants in 2025.

Active participants

4

Accounts w/ balance

3

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan health score

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

45

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POINTER WEALTH.

Plan sponsor

Name

POINTER WEALTH

EIN

80-5109484all filings

Address

5950 BERKSHIRE LN · STE 500 · DALLAS, TX · 75225

Phone

(214) 525-1080

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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