[ EIN: 02-0651712 | Plan No. 001 ]
Form 5500 filing classifies VANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN as a 401(k) plan, sponsored by VANTAGE POINT FINANCIAL, LLC. The plan is a Small Plan with 4 participants and total assets of $940,630 reported for the 2024 plan year.
Plan Sponsor: VANTAGE POINT FINANCIAL, LLC
Location: 175 HIGHLAND AVENUE, SUITE 304, NEEDHAM, MA 02494
EIN: 020651712
Plan Number: 001
Plan Year: 2024
Plan Size: Small Plan
Plan Entity Type: Defined Contribution
Plan Type: 401(k)
Participants: 4
Total Assets: $940,630
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