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CARDINAL POINT CAPITAL LLC

EIN 05-0588954-investment management-Latest filing 2025
Plans
1
Retirement
1
$748K assets
Welfare
0
Participants
4
PO BOX 2550 - SAN FRANCISCO, CA 941262550415-277-5967cardinalpointcapital.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$748K - 4 part

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Retirement#001

CARDINAL POINT CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$748K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARDINAL POINT CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST401k$748K42025
Retirement plans
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