How big is Viewpointe Wealth, LLC's plan?

Viewpointe Wealth, LLC's plan reported $335K in assets and 5 participants for 2024.

Original filing (PDF)20250929154038NAL0011035857001

Viewpointe Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Viewpointe Wealth Management LLC 401(k) Plan

401(k) retirement plan · Viewpointe Wealth, LLC's Viewpointe Wealth Management LLC 401(k) Plan held $335K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

People on this filing

TARA Evans, for TAG Resources signed Viewpointe Wealth, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Viewpointe Wealth, LLC's EIN is 87-1277781.

EIN 87-1277781

Plan number 001

Plan year 2024

ACK ID 20250929154038NAL0011035857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Viewpointe Wealth, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VIEWPOINTE WEALTH, 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