How big is Checkpoint Financial Advisors' plan?

Checkpoint Financial Advisors' plan reported $543K in assets and 3 participants for 2025.

Original filing (PDF)20260401090030NAL0001545571001

Checkpoint Financial Advisors

Name: Checkpoint Financial Advisors — Checkpoint Financial, Form 5500 (2025)
Creator: Checkpoint Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Checkpoint Financial Advisors 401(k) Plan

401(k) retirement plan · Checkpoint Financial Advisors' Checkpoint Financial Advisors 401(k) Plan held $543K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

Plan identifiers

Checkpoint Financial Advisors' EIN is 93-4506008.

EIN 93-4506008

Plan number 001

Plan year 2025

ACK ID 20260401090030NAL0001545571001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Checkpoint Financial Advisors' 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 CHECKPOINT FINANCIAL ADVISORS.

Finding similar companies…

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