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  2. Vestapoint LLC

Filings through Oct 24, 2026.

Vestapoint LLC

EIN 93-4808658-investment management-Latest filing 2025
Plans
1
Retirement
1
$463K assets
Health & Benefits
0
Participants
2
941 WEST MORSE BLVD, SUITE 100 - WINTER PARK, FL 32789407-960-7175vestapoint.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$463K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

VESTAPOINT LLC 401(K) & PROFIT SHARING PLAN

401(k)

Assets$463K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VESTAPOINT LLC 401(K) & PROFIT SHARING PLAN401(k)$463K22025
  • VESTAPOINT LLC 401(K) & PROFIT SHARING PLAN$463K
    #001 · 401(k) · 20252
Retirement plans
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