How big is Tritonpoint Wealth, LLC's plan?

Tritonpoint Wealth, LLC's plan reported $17K in assets and 11 participants for 2024.

Original filing (PDF)20250728135846NAL0004948322001

Tritonpoint Wealth, LLC

Name: Tritonpoint Wealth, LLC — Tritonpoint Wealth 401(k), Form 5500 (2024)
Creator: Tritonpoint Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tritonpoint Wealth 401(k) Plan

401(k) retirement plan · Tritonpoint Wealth, LLC's Tritonpoint Wealth 401(k) Plan held $17K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Deborah MALM signed Tritonpoint Wealth, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Tritonpoint Wealth, LLC's EIN is 93-3798604.

EIN 93-3798604

Plan number 001

Plan year 2024

ACK ID 20250728135846NAL0004948322001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tritonpoint Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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