Assets by plan
Share of aggregate retirement assets
Filings through .
3POINT Brand Management
EIN 71-1047761marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Health & Benefits
0
Participants
16
12072 SW GARDEN PLACE - PORTLAND, OR 97223503-620-34103-pt.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 16 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
3POINT BRAND MANAGEMENT CASH BALANCE PLAN
Cash balance
Assets$1.8M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
3POINT BRAND MANAGEMENT 401(K) PLAN
401(k)
Assets$3K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | 3POINT BRAND MANAGEMENT CASH BALANCE PLAN | Cash balance | $1.8M | 14 | 2024 |
| #001 | 3POINT BRAND MANAGEMENT 401(K) PLAN | 401(k) | $3K | 2 | 2025 |
- #002 · Cash balance · 202414
- #001 · 401(k) · 20252
Retirement plans