How big is Onpoint Financial, LLC.'s plan?

Onpoint Financial, LLC.'s plan reported $67K in assets and 10 participants for 2024.

Original filing (PDF)20250611173113NAL0014138755001

Onpoint Financial, LLC.

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

Form 5500-SF

FILING_RECEIVED

Onpoint Financial, LLC. 401(k) Plan

401(k) retirement plan · Onpoint Financial, LLC.'s Onpoint Financial, LLC. 401(k) Plan held $67K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

Scott Modeer signed Onpoint Financial, LLC.'s 2024 Form 5500 as plan administrator.

Scott Modeer — 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

Onpoint Financial, LLC.'s EIN is 82-5158375.

EIN 82-5158375

Plan number 001

Plan year 2024

ACK ID 20250611173113NAL0014138755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Onpoint Financial, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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 (85th percentile).

Plan sponsor

Name

ONPOINT FINANCIAL, LLC.

EIN

all filings

Address

7600 N 15TH ST · STE 150 · PHOENIX, AZ · 85020

Phone

(480) 226-0838

Industry

Finance & Insurance

Plan administrator