Five Point 401(k) Plan
Sponsored by Five Point Communities Mgmt Inc · EIN 270179123 · Plan #003
- Total assets
- $65.3M
- Net assets
- $65.3M
- Active participants
- 90
- With balances
- 189
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $16,696 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,220 |