How big is Pointe Place Partners LLC's plan?

Pointe Place Partners LLC's plan reported $102K in assets and 4 participants for 2024.

Original filing (PDF)20251015122502NAL0009572514001

Pointe Place Partners LLC

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

Form 5500-SF

FILING_RECEIVED

KATZ/Finnegan DC Retirement Plan

Defined-contribution retirement plan · Pointe Place Partners LLC's KATZ/Finnegan DC Retirement Plan held $102K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

Plan identifiers

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

EIN 88-3932589

Plan number 002

Plan year 2024

ACK ID 20251015122502NAL0009572514001

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 profit-sharing, ERISA 404(c) participant direction.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score