How big is Hubpoint Strategic Advisors, LLC's plan?

Hubpoint Strategic Advisors, LLC's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20251010171435NAL0008525041001

Hubpoint Strategic Advisors, LLC

Name: Hubpoint Strategic Advisors, LLC — Anne Banez 401(k), Form 5500 (2024)
Creator: Hubpoint Strategic Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anne Banez 401(k) Plan

401(k) retirement plan · Hubpoint Strategic Advisors, LLC's Anne Banez 401(k) Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Hubpoint Strategic Advisors, LLC's EIN is 81-1050111.

EIN 81-1050111

Plan number 001

Plan year 2024

ACK ID 20251010171435NAL0008525041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hubpoint Strategic Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hubpoint Strategic Advisors, LLC's plan includes profit-sharing, 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 HUBPOINT STRATEGIC ADVISORS, 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