AUMdb

Point Digital Finance 401(k) Plan

Sponsored by Point Digital Finance, Inc. · EIN 472305386 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
165
With balances
177

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Guideline, Inc. Plan administrator, Recordkeeping, Consulting (general) $7,762
Benefit Trust Company Custodial (other), Custodial (securities) $0