How big is Onpoint Wealth Partners' plan?

Onpoint Wealth Partners' plan reported $352K in assets and 9 participants for 2024.

Original filing (PDF)20250517100456NAL0014721571001

Onpoint Wealth Partners

Name: Onpoint Wealth Partners — Onpoint Wealth Partners, Form 5500 (2024)
Creator: Onpoint Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Onpoint Wealth Partners 401(k) Plan

401(k) retirement plan · Onpoint Wealth Partners' Onpoint Wealth Partners 401(k) Plan held $352K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

Plan identifiers

Onpoint Wealth Partners' EIN is 85-4026670.

EIN 85-4026670

Plan number 001

Plan year 2024

ACK ID 20250517100456NAL0014721571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Onpoint Wealth Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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