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Sponsor portfolio

THE DEFINING POINT

EIN 27-2225784-events services-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
5
660 GLEN IRIS DR NE, APT 202 - ATLANTA, GA 30308404-354-8241thedefiningpoint.comLinkedIn1-10 employeesevents services
Plans on this EIN
2 filings
#001401k-$1.2M - 3 part#002CashBalance-$517K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • DEFINING POINT 401(K) (#001)70%
  • CASH BALANCE PENSION (#002)30%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINING POINT 401(K) (#001)3
  • CASH BALANCE PENSION (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE DEFINING POINT 401(K) PLAN

401k

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE DEFINING POINT CASH BALANCE PENSION PLAN

CashBalance

Assets$517K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE DEFINING POINT 401(K) PLAN401k$1.2M32025
002THE DEFINING POINT CASH BALANCE PENSION PLANCashBalance$517K22024
Retirement plans
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