Original filing (PDF)20251015165332NAL0005184769001

ONPOINT CFO & CONTROLLER SERVICES, LLC

Name: ONPOINT CFO & CONTROLLER SERVICES, LLC — ONPOINT CFO & CONTROLLER SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ONPOINT CFO & CONTROLLER SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

ONPOINT CFO & CONTROLLER SERVICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONPOINT CFO & CONTROLLER SERVICES, LLC.

Plan sponsor

Name

ONPOINT CFO & CONTROLLER SERVICES, LLC

EIN

99-2889438

Address

148 RIVER ST. · SUITE 210 · GREENVILLE, SC · 29601

Phone

(864) 584-7932

Industry

Professional & Technical Servicessee all

Plan administrator