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GREAT POINT WEALTH ADVISORS LL

EIN 26-2519655-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
7
1 INTERNATIONAL PL STE 4520 - BOSTON, MA 021102641617-585-0050greatpointwealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.1M - 7 part

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Retirement#001

GREAT POINT WEALTH ADVISORS LL 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.1M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREAT POINT WEALTH ADVISORS LL 401(K) PROFIT SHARING PLAN & TRUST401k$1.1M72025
Retirement plans
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