How big is Running Point Capital Advisors, LLC's plan?

Running Point Capital Advisors, LLC's plan reported $425K in assets and 16 participants for 2024.

Original filing (PDF)20251014095211NAL0005351362001

Running Point Capital Advisors, LLC

Name: Running Point Capital Advisors, LLC — Running Point, Form 5500 (2024)
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 held $425K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

People on this filing

Crystal Benson signed Running Point Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Crystal Benson — 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

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

EIN 84-3107632

Plan number 002

Plan year 2024

ACK ID 20251014095211NAL0005351362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Running Point Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Running Point Capital Advisors, 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 RUNNING POINT CAPITAL ADVISORS, 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