How big is Waypoint Capital Advisors LLC's plan?

Waypoint Capital Advisors LLC's plan reported $42K in assets and 7 participants for 2025.

Original filing (PDF)20260522052132NAL0003209248001

Waypoint Capital Advisors LLC

Name: Waypoint Capital Advisors LLC — Form 5500 (2025)
Creator: Waypoint Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Waypoint Capital Advisors LLC held $42K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

People on this filing

Douglas Wells signed Waypoint Capital Advisors LLC's 2025 Form 5500 as plan administrator.

Douglas Wells — 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

Waypoint Capital Advisors LLC's EIN is 87-3170015.

EIN 87-3170015

Plan number 001

Plan year 2025

ACK ID 20260522052132NAL0003209248001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waypoint Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waypoint Capital Advisors 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 WAYPOINT CAPITAL ADVISORS LLC.

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Plan health score

Above-average plan

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

Knocking points off