Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COUNTERPOINT MUTUAL FUNDS, LLC
EIN 46-5751641financial servicesLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
22
12770 HIGH BLUFF DRIVE, SUITE 380 - SAN DIEGO, CA 92130858-792-0104counterpointmutualfunds.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 22 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
COUNTERPOINT MUTUAL FUNDS, LLC CASH BALANCE PLAN
CashBalance
Assets$5.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COUNTERPOINT MUTUAL FUNDS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants16
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 | COUNTERPOINT MUTUAL FUNDS, LLC CASH BALANCE PLAN | CashBalance | $5.1M | 6 | 2025 | |
| 001 | COUNTERPOINT MUTUAL FUNDS, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 16 | 2025 |
Retirement plans