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  2. POINTE PLACE PARTNERS, LLC
Sponsor portfolio

POINTE PLACE PARTNERS, LLC

EIN 88-3932589-Construction-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
8
273 CORPORATE DRIVE, SUITE 150 - PORTSMOUTH, NH 03801603-427-5100
Plans on this EIN
2 filings
#001CashBalance-$1.6M - 4 part#002ProfitSharing-$102K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • CASH BALANCE PLAN (#001)94%
  • DC RETIREMENT PLAN (#002)6%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)4
  • DC RETIREMENT PLAN (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KATZ FINNEGAN CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KATZ/FINNEGAN DC RETIREMENT PLAN

ProfitSharing

Assets$102K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KATZ FINNEGAN CASH BALANCE PLANCashBalance$1.6M42024
002KATZ/FINNEGAN DC RETIREMENT PLANProfitSharing$102K42024
Retirement plans
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