How big is Five Point Wealth Advisors' plan?

Five Point Wealth Advisors' plan reported $304K in assets and 5 participants for 2025.

Original filing (PDF)20260313143643NAL0008314275001

Five Point Wealth Advisors

Name: Five Point Wealth Advisors — Five Point Wealth, Form 5500 (2025)
Creator: Five Point Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Five Point Wealth Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Five Point Wealth Advisors' Five Point Wealth Advisors 401(k) Profit Sharing Plan held $304K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

Plan identifiers

Five Point Wealth Advisors' EIN is 84-4248375.

EIN 84-4248375

Plan number 001

Plan year 2025

ACK ID 20260313143643NAL0008314275001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Five Point Wealth Advisors' 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 FIVE POINT WEALTH ADVISORS.

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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