P 401(k) Plan Report

Stable plan record

CENTERPOINT ADVISORS, LLC 401(K) PROFIT SHARING PLAN

Sponsored by CENTERPOINT ADVISORS, LLC · EIN/PN 204158194-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$19,729
Administrative cost per participant
2025
$8
Active participants
2025
13
Total plan assets
2025
$4,044,750
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260528110947NAL001721757000113$19,729
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.