Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POINT2, INC.
EIN 39-1841679information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
10
4411 SOUTHDOWN DRIVE - WATERFORD, WI 53185262-902-5841point2value.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 10 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
POINT2, INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
POINT2, INC. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$721K
Participants5
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 | POINT2, INC. CASH BALANCE PLAN | CashBalance | $1.6M | 5 | 2025 | |
| 001 | POINT2, INC. 401(K) PROFIT SHARING PLAN | ProfitSharing | $721K | 5 | 2025 |
Retirement plans