· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WAYPOINT CONSULTING INC — WAYPOINT CONSULTING INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250619152844NAL0001878003001
WAYPOINT CONSULTING INC
Form 5500-SF
FILING_RECEIVED
WAYPOINT CONSULTING INC 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$685K
Net assets (EOY)
$673K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WAYPOINT CONSULTING INC
.
Find decision makers
Plan sponsor
Name
WAYPOINT CONSULTING INC
EIN
81-4580536
Address
20720 HIGH DESERT LANE, SUITE #6 · BEND, OR · 97701
Phone
(541) 480-9673
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
INTERFACE EDUCATION SERVICES, LLC
INTERFACE EDUCATION SERVICES, LLC 401(K) PLAN
$684K · 4 participants
MEDICAL PRACTICE MANAGEMENT OF NORTH WEST INDIANA
MEDICAL PRACTICE MANAGEMENT OF NWI 401(K) PROFIT SHARING PLAN
$685K · 7 participants
K SQUARED HOLDINGS, INC.
K SQUARED HOLDINGS, INC. 401(K) PLAN
$685K · 5 participants
CRESTRISE COMMUNICATIONS, LLC
CRESTRISE COMMUNICATIONS, LLC 401(K) PLAN
$685K · 3 participants
ONPOINT ANALYTICS, INC.
ONPOINT ANALYTICS 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$685K · 19 participants
HIREIO INC
HIREIO INC 401(K) PLAN
$685K · 13 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B