How big is Advisors Point's plan?

Advisors Point's plan reported $39K in assets and 7 participants for 2024.

Original filing (PDF)20250730171245NAL0005071857001

Advisors Point

Name: Advisors Point — Advisors Point Retirement Trust, Form 5500 (2024)
Creator: Advisors Point
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisors Point Retirement Trust

401(k) retirement plan · Advisors Point's Advisors Point Retirement Trust held $39K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

People on this filing

Plan Sponsor signed Advisors Point's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Advisors Point's EIN is 84-3388861.

EIN 84-3388861

Plan number 001

Plan year 2024

ACK ID 20250730171245NAL0005071857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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Plan health score

Above-average plan

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