Assets by plan
Share of aggregate retirement assets
Filings through .
Pointe Place Partners, LLC
EIN 88-3932589ConstructionLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Health & Benefits
0
Participants
8
273 CORPORATE DRIVE, SUITE 150 - PORTSMOUTH, NH 03801603-427-5100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 8 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#001
KATZ FINNEGAN CASH BALANCE PLAN
Cash balance
Assets$2.1M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KATZ/FINNEGAN DC RETIREMENT PLAN
Profit-sharing
Assets$104K
Participants4
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 |
|---|---|---|---|---|---|
| #001 | KATZ FINNEGAN CASH BALANCE PLAN | Cash balance | $2.1M | 4 | 2025 |
| #002 | KATZ/FINNEGAN DC RETIREMENT PLAN | Profit-sharing | $104K | 4 | 2025 |
- #001 · Cash balance · 20254
- #002 · Profit-sharing · 20254
Retirement plans