How big is Point Foundation's plan?

Point Foundation's plan reported $1.1M in assets and 20 participants for 2025.

Original filing (PDF)20260409121815NAL0010249153001

Point Foundation

Name: Point Foundation — Point Foundation 403(b) Plan, Form 5500 (2025)
Creator: Point Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Point Foundation 403(b) Plan

401(k) retirement plan · Point Foundation's Point Foundation 403(b) Plan held $1.1M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Wendi Newton signed Point Foundation's 2025 Form 5500 as plan administrator.

Wendi Newton — 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 Foundation's EIN is 84-1582086.

EIN 84-1582086

Plan number 001

Plan year 2025

ACK ID 20260409121815NAL0010249153001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Point Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Point Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, 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 FOUNDATION.

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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