Stable plan record

GREAT POINT WEALTH ADVISORS LL 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by GREAT POINT WEALTH ADVISORS LL · EIN/PN 262519655-001

Selected filing history

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

Employer money per active participant
2025
$4,060
Administrative cost per participant
2025
$673
Active participants
2025
6
Total plan assets
2025
$1,122,724
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260715070613NAL00034951380016$4,060
Public filing identifier

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