How big is Waypoint Financial, LLC's plan?

Waypoint Financial, LLC's plan reported $146K in assets and 2 participants for 2025.

Original filing (PDF)20260423220754NAL0002764003096

Waypoint Financial, LLC

Name: Waypoint Financial, LLC — Waypoint Financial, LLC, Form 5500 (2025)
Creator: Waypoint Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waypoint Financial, LLC 401(k) Plan

401(k) retirement plan · Waypoint Financial, LLC's Waypoint Financial, LLC 401(k) Plan held $146K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Elantha Barry signed Waypoint Financial, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Waypoint Financial, LLC's EIN is 81-2013619.

EIN 81-2013619

Plan number 001

Plan year 2025

ACK ID 20260423220754NAL0002764003096

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waypoint Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waypoint Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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