Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
NORTHPOINT TAX, WEALTH & BUSINESS
EIN 85-3969430Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
70
915 W IMPERIAL HWY STE 120 - BREA, CA 928213850714-870-4542
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 70 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#001
NORTHPOINT TAX, WEALTH & BUSINESS ADVISORY, LLP 401(K) P/S PLAN
401k
Assets$2.8M
Participants51
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
NORTHPOINT TAX, WEALTH & BUSINESS ADVISORY LLP CASE BALANCE PLAN
CashBalance
Assets$561K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTHPOINT TAX, WEALTH & BUSINESS ADVISORY, LLP 401(K) P/S PLAN | 401k | $2.8M | 51 | 2025 | |
| 002 | NORTHPOINT TAX, WEALTH & BUSINESS ADVISORY LLP CASE BALANCE PLAN | CashBalance | $561K | 19 | 2024 |
Retirement plans