How big is Point B(E) Strategies, LLC's plan?

Point B(E) Strategies, LLC's plan reported $827K in assets and 11 participants for 2025.

Original filing (PDF)20260413125728NAL0030042242001

Point B(E) Strategies, LLC

Name: Point B(E) Strategies, LLC — Point B(E) Strategies, Form 5500 (2025)
Creator: Point B(E) Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Point B(E) Strategies 401(k) Plan

401(k) retirement plan · Point B(E) Strategies, LLC's Point B(E) Strategies 401(k) Plan held $827K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$827K

Net assets (EOY)

$827K

People on this filing

Julia Alvarez signed Point B(E) Strategies, LLC's 2025 Form 5500 as plan administrator.

Julia Alvarez — 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

Point B(E) Strategies, LLC's EIN is 82-0636405.

EIN 82-0636405

Plan number 001

Plan year 2025

ACK ID 20260413125728NAL0030042242001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Point B(E) Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POINT B(E) STRATEGIES, 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