How big is Pointe Advisory, Inc.'s plan?

Pointe Advisory, Inc.'s plan reported $12.3M in assets and 85 participants for 2025.

Original filing (PDF)20260419171213NAL0000303603001

Pointe Advisory, Inc.

Name: Pointe Advisory, Inc. — Pointe Advisory, Inc. 401(k), Form 5500 (2025)
Creator: Pointe Advisory, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pointe Advisory, Inc. 401(k) Retirement Plan

401(k) retirement plan · Pointe Advisory, Inc.'s Pointe Advisory, Inc. 401(k) Retirement Plan held $12.3M in plan assets for 85 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan identifiers

Pointe Advisory, Inc.'s EIN is 81-4673008.

EIN 81-4673008

Plan number 001

Plan year 2025

ACK ID 20260419171213NAL0000303603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pointe Advisory, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pointe Advisory, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POINTE ADVISORY, INC..

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Plan health score

Above-average plan

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

Knocking points off