How big is Towerpoint Wealth, LLC's plan?

Towerpoint Wealth, LLC's plan reported $986K in assets and 9 participants for 2024.

Original filing (PDF)20250421173413NAL0004933120001

Towerpoint Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Towerpoint Wealth, LLC 401(k) Plan

401(k) retirement plan · Towerpoint Wealth, LLC's Towerpoint Wealth, LLC 401(k) Plan held $986K in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

Plan identifiers

Towerpoint Wealth, LLC's EIN is 82-1598220.

EIN 82-1598220

Plan number 001

Plan year 2024

ACK ID 20250421173413NAL0004933120001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Towerpoint Wealth, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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