How big is Staley Point Investment Manager, LLC's plan?

Staley Point Investment Manager, LLC's plan reported $456K in assets and 10 participants for 2024.

Original filing (PDF)20251013182738NAL0000898659001

Staley Point Investment Manager, LLC

Name: Staley Point Investment Manager, LLC — Staley Point, Form 5500 (2024)
Creator: Staley Point Investment Manager, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Staley Point Investment Manager, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Staley Point Investment Manager, LLC's Staley Point Investment Manager, LLC 401(k) Profit Sharing Plan held $456K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

Plan identifiers

Staley Point Investment Manager, LLC's EIN is 85-3359811.

EIN 85-3359811

Plan number 001

Plan year 2024

ACK ID 20251013182738NAL0000898659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Staley Point Investment Manager, 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 STALEY POINT INVESTMENT MANAGER, 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