How big is Gulf Point Advisors, LLC's plan?

Gulf Point Advisors, LLC's plan reported $880K in assets and 10 participants for 2024.

Original filing (PDF)20251001091213NAL0005845331001

Gulf Point Advisors, LLC

Name: Gulf Point Advisors, LLC — Gulf Point Advisors, Form 5500 (2024)
Creator: Gulf Point Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gulf Point Advisors 401(k) Plan

401(k) retirement plan · Gulf Point Advisors, LLC's Gulf Point Advisors 401(k) Plan held $880K in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$880K

Net assets (EOY)

$880K

Plan identifiers

Gulf Point Advisors, LLC's EIN is 81-4246949.

EIN 81-4246949

Plan number 001

Plan year 2024

ACK ID 20251001091213NAL0005845331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gulf Point Advisors, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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