How big is Crescent Point Private Wealth's plan?

Crescent Point Private Wealth's plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20250922123834NAL0006096832001

Crescent Point Private Wealth

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

Form 5500-SF

FILING_RECEIVED

Crescent Point Private Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · Crescent Point Private Wealth's Crescent Point Private Wealth 401(k) Profit Sharing Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Crescent Point Private Wealth's EIN is 83-0889349.

EIN 83-0889349

Plan number 001

Plan year 2024

ACK ID 20250922123834NAL0006096832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crescent Point Private Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crescent Point Private Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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