Sponsor portfolio
ROCK POINT PARTNERS LLC
EIN 81-0893080Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$558K assets
Welfare
0
Participants
24
215 N MAIN STREET, SUITE 1040 - WEST BEND, WI 53095262-335-1700
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLIENT FIRST 401(K) RETIREMENT PLAN | 401k | $558K | 24 | 2024 |
Retirement plans