How big is Centerpoint Advisory Group, LLC's plan?

Centerpoint Advisory Group, LLC's plan reported $2.1M in assets and 7 participants for 2024.

Original filing (PDF)20250507170540NAL0010927793001

Centerpoint Advisory Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Centerpoint Advisory Group, LLC Profit Sharing 401(k) Plan

401(k) retirement plan · Centerpoint Advisory Group, LLC's Centerpoint Advisory Group, LLC Profit Sharing 401(k) Plan held $2.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Centerpoint Advisory Group, LLC's EIN is 92-1076124.

EIN 92-1076124

Plan number 001

Plan year 2024

ACK ID 20250507170540NAL0010927793001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Centerpoint Advisory Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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