How big is Waypoint Financial Partners, LLC's plan?

Waypoint Financial Partners, LLC's plan reported $186K in assets and 5 participants for 2024.

Original filing (PDF)20250722132025NAL0006129010002

Waypoint Financial Partners, LLC

Name: Waypoint Financial Partners, LLC — Waypoint Financia, Form 5500 (2024)
Creator: Waypoint Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waypoint Financial Partners, LLC 401(k) Plan

401(k) retirement plan · Waypoint Financial Partners, LLC's Waypoint Financial Partners, LLC 401(k) Plan held $186K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

People on this filing

Kurt Coalmer signed Waypoint Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Kurt Coalmer — 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

Waypoint Financial Partners, LLC's EIN is 82-1829252.

EIN 82-1829252

Plan number 001

Plan year 2024

ACK ID 20250722132025NAL0006129010002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waypoint Financial Partners, 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 WAYPOINT FINANCIAL PARTNERS, 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

Knocking points off