How big is Counterpoint, Inc.'s plan?

Counterpoint, Inc.'s plan reported $500K in assets and 30 participants for 2024.

Original filing (PDF)20251103104913NAL0005514403001

Counterpoint, Inc.

Name: Counterpoint, Inc. — Counterpoint, Inc. 401(k), Form 5500 (2024)
Creator: Counterpoint, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Counterpoint, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Counterpoint, Inc.'s Counterpoint, Inc. 401(k) Profit Sharing Plan held $500K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$500K

Net assets (EOY)

$500K

Plan identifiers

Counterpoint, Inc.'s EIN is 81-0382705.

EIN 81-0382705

Plan number 001

Plan year 2024

ACK ID 20251103104913NAL0005514403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Counterpoint, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Counterpoint, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off