Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
POINTIVITY
EIN 33-0987447Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
11
12526 HIGH BLUFF DRIVE, SUITE 300 - SAN DIEGO, CA 92130
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
POINTIVITY PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
POINTIVITY DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$5K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | POINTIVITY PROFIT SHARING PLAN AND TRUST | ProfitSharing | $1.1M | 10 | 2024 | |
| 003 | POINTIVITY DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $5K | 1 | 2024 |
Retirement plans