How big is Cardinal Point Wealth Manageme's plan?

Cardinal Point Wealth Manageme's plan reported $351K in assets and 5 participants for 2024.

Original filing (PDF)20250729143649NAL0001707923001

Cardinal Point Wealth Manageme

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

Form 5500-SF

FILING_RECEIVED

Cardinal Point Wealth Manageme 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cardinal Point Wealth Manageme's Cardinal Point Wealth Manageme 401(k) Profit Sharing Plan & Trust held $351K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

People on this filing

RINA Vatcha signed Cardinal Point Wealth Manageme's 2024 Form 5500 as plan administrator.

RINA Vatcha — 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

Cardinal Point Wealth Manageme's EIN is 87-1883666.

EIN 87-1883666

Plan number 001

Plan year 2024

ACK ID 20250729143649NAL0001707923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cardinal Point Wealth Manageme'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 CARDINAL POINT WEALTH MANAGEME.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CARDINAL POINT WEALTH MANAGEME

EIN

all filings

Address

14000 NORTH PIMA, SUITE 215, · SCOTTSDALE, AZ · 85260

Phone

(602) 549-7509

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator