Sponsor portfolio
HUBPOINT STRATEGIC ADVISORS, LLC
EIN 81-1050111management consultingLatest filing 2024
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
3
13702 ROBERT WALKER DR - DAVIDSON, NC 280366010704-408-7331hubpointadvisors.comLinkedIn1-10 employeesmanagement consulting
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 | ANNE BANEZ 401(K) PLAN | 401k | $1.8M | 3 | 2024 |
Retirement plans