Original filing (PDF)20260331095111NAL0010342769001

SUA Sponte Partners, LLC DBA Rally Point Wealth Management

Name: SUA Sponte Partners, LLC DBA Rally Point Wealth Management — Form 5500 Plan 001 (2025)
Creator: SUA Sponte Partners, LLC DBA Rally Point Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rally Point Wealth Management 401(k) Plan

401(k) retirement plan · SUA Sponte Partners, LLC DBA Rally Point Wealth Management's Rally Point Wealth Management 401(k) Plan held $760K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

Plan identifiers

SUA Sponte Partners, LLC DBA Rally Point Wealth Management's EIN is 84-4226399.

EIN 84-4226399

Plan number 001

Plan year 2025

ACK ID 20260331095111NAL0010342769001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SUA Sponte Partners, LLC DBA Rally Point Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SUA Sponte Partners, LLC DBA Rally Point Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUA SPONTE PARTNERS, LLC DBA RALLY POINT WEALTH MANAGEMENT.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score