P 401(k) Plan Report

Stable plan record

CARDINAL POINT MANAGEMENT, LLC 401(K) PLAN

Sponsored by CARDINAL POINT MANAGEMENT, LLC · EIN/PN 800473828-001

Selected filing history

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

Employer money per active participant
2025
$4,010
Administrative cost per participant
2025
$373
Active participants
2025
15
Total plan assets
2025
$1,391,416
Participant loans as a share of assets
2025
1.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260718122053NAL000522661100115$4,010
Public filing identifier

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