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CHECKPOINT FINANCIAL ADVISORS

EIN 93-4506008-financial services-Latest filing 2025
Plans
1
Retirement
1
$543K assets
Welfare
0
Participants
3
77 COLLEGE STREET, 2E - BURLINGTON, VT 05401802-861-4040checkpointfinancialadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$543K - 3 part

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Retirement#001

CHECKPOINT FINANCIAL ADVISORS 401(K) PLAN

401k

Assets$543K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHECKPOINT FINANCIAL ADVISORS 401(K) PLAN401k$543K32025
Retirement plans
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