Anchor Point Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

346

Total plan assets

$37.0M

Filings (rows)

Direct comp

Indirect comp

$22K

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Planetart, LLC Planetart LLC 401(k) Plan & Trust · all filings	PLEASANTON, CA	Advisor / Consultant	311	$30.8M	$0	$12K
Avanquest North America LLC. Avanquest North America LLC. Retirement Plan · all filings	PLEASANTON, CA	Advisor / Consultant	35	$6.2M	$0	$10K