How big is Pointwealth Capital Management's plan?

Pointwealth Capital Management's plan reported $545K in assets and 3 participants for 2024.

Original filing (PDF)20250512001854NAL0024413744001

Pointwealth Capital Management

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

Form 5500-SF

FILING_RECEIVED

Pointwealth Capital Management 401(k) Plan

401(k) retirement plan · Pointwealth Capital Management's Pointwealth Capital Management 401(k) Plan held $545K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$545K

Net assets (EOY)

$545K

People on this filing

Sandra CHO signed Pointwealth Capital Management's 2024 Form 5500 as plan administrator.

Sandra CHO — 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

Pointwealth Capital Management's EIN is 81-0949741.

EIN 81-0949741

Plan number 001

Plan year 2024

ACK ID 20250512001854NAL0024413744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pointwealth Capital Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pointwealth Capital Management'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 POINTWEALTH CAPITAL MANAGEMENT.

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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