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BALANCE POINT CAPITAL ADVISORS, LLC

EIN 45-2494386-investment management-Latest filing 2024
Plans
1
Retirement
1
$5.2M assets
Welfare
0
Participants
28
285 RIVERSIDE AVENUE, SUITE 200 - WESTPORT, CT 06880203-652-8262balancepointcapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$5.2M - 28 part

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Retirement#001

BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN

401k

Assets$5.2M
Participants28
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN401k$5.2M282024
Retirement plans
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