How big is Waypoint Consulting Inc.'s plan?

Waypoint Consulting Inc.'s plan reported $685K in assets and 7 participants for 2024.

Original filing (PDF)20250619152844NAL0001878003001

Waypoint Consulting Inc.

Name: Waypoint Consulting Inc. — Waypoint Consulting Inc., Form 5500 (2024)
Creator: Waypoint Consulting Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waypoint Consulting Inc. 401(k) Plan

401(k) retirement plan · Waypoint Consulting Inc.'s Waypoint Consulting Inc. 401(k) Plan held $685K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$685K

Net assets (EOY)

$673K

Plan identifiers

Waypoint Consulting Inc.'s EIN is 81-4580536.

EIN 81-4580536

Plan number 001

Plan year 2024

ACK ID 20250619152844NAL0001878003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waypoint Consulting Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waypoint Consulting Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

WAYPOINT CONSULTING INC

EIN

all filings

Address

20720 HIGH DESERT LANE, SUITE #6 · BEND, OR · 97701

Phone

(541) 480-9673

Industry

Professional & Technical Services

Plan administrator