Original filing (PDF)20241105171005NAL0007994993002

Running Point Capital Advisors LLC

Name: Running Point Capital Advisors LLC — Running Point, Form 5500 (2023)
Creator: Running Point Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Running Point Capital Advisors LLC 401(k) Plan

401(k) retirement plan · Running Point Capital Advisors LLC's Running Point Capital Advisors LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Running Point Capital Advisors LLC's EIN is 84-3107632.

EIN 84-3107632

Plan number 001

Plan year 2023

ACK ID 20241105171005NAL0007994993002

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Running Point Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Running Point Capital Advisors 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 RUNNING POINT CAPITAL ADVISORS LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score