How big is Pointe Place Partners, LLC's plan?

Pointe Place Partners, LLC's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20251015135148NAL0006306816001

Pointe Place Partners, LLC

Name: Pointe Place Partners, LLC — KATZ Finnegan Cash, Form 5500 (2024)
Creator: Pointe Place Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATZ Finnegan Cash Balance Plan

Defined-benefit pension plan · Pointe Place Partners, LLC's KATZ Finnegan Cash Balance Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Pointe Place Partners, LLC's EIN is 88-3932589.

EIN 88-3932589

Plan number 001

Plan year 2024

ACK ID 20251015135148NAL0006306816001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pointe Place Partners, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POINTE PLACE PARTNERS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score