P 401(k) Plan Report

Stable plan record

CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN

Sponsored by CYPRESS POINT WEALTH MANAGEMENT, LLC · EIN/PN 208726222-001

Selected filing history

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

Employer money per active participant
2025
$30,204
Administrative cost per participant
2025
$159
Active participants
2025
11
Total plan assets
2025
$3,220,334
Participant loans as a share of assets
2025
0.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260406220302NAL001070801807211$30,204
Public filing identifier

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