Civic Intelligence

Rock Point Advisors LLC

Plan context: Rock Point Advisors LLC 401(K) Plan

EIN 20-1192730 • Burlington, VT • 21 filings • 2 plans

77 College St, 4th FloorBurlington, VT 05401
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$6,369,750

2025 Contributions

$299,952

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,369,750$3,184,875$0200520152025YearValue
$6,369,750Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200520152025YearValue
11Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025111$6,369,750$299,952$27,268iApproximate average salary by contribution assumption: employee only about $681,709 at 4% or $454,473 at 6%; with 50% employer match about $454,473 at 4% or $302,982 at 6%; with 100% employer match about $340,855 at 4% or $227,236 at 6%.
Rock Point Advisors LLC 401(K) Plan-11$6,369,750$299,952$27,268iApproximate average salary by contribution assumption: employee only about $681,709 at 4% or $454,473 at 6%; with 50% employer match about $454,473 at 4% or $302,982 at 6%; with 100% employer match about $340,855 at 4% or $227,236 at 6%.
2024111$4,922,760$293,245$26,659iApproximate average salary by contribution assumption: employee only about $666,466 at 4% or $444,311 at 6%; with 50% employer match about $444,311 at 4% or $296,207 at 6%; with 100% employer match about $333,233 at 4% or $222,155 at 6%.
Rock Point Advisors LLC 401(K) Plan-11$4,922,760$293,245$26,659iApproximate average salary by contribution assumption: employee only about $666,466 at 4% or $444,311 at 6%; with 50% employer match about $444,311 at 4% or $296,207 at 6%; with 100% employer match about $333,233 at 4% or $222,155 at 6%.
2023111$4,379,676$320,065$29,097iApproximate average salary by contribution assumption: employee only about $727,420 at 4% or $484,947 at 6%; with 50% employer match about $484,947 at 4% or $323,298 at 6%; with 100% employer match about $363,710 at 4% or $242,473 at 6%.
Rock Point Advisors LLC 401(K) Plan-11$4,379,676$320,065$29,097iApproximate average salary by contribution assumption: employee only about $727,420 at 4% or $484,947 at 6%; with 50% employer match about $484,947 at 4% or $323,298 at 6%; with 100% employer match about $363,710 at 4% or $242,473 at 6%.
2022111$3,549,854$309,054$28,096iApproximate average salary by contribution assumption: employee only about $702,395 at 4% or $468,264 at 6%; with 50% employer match about $468,264 at 4% or $312,176 at 6%; with 100% employer match about $351,198 at 4% or $234,132 at 6%.
Rock Point Advisors LLC 401(K) Plan-11$3,549,854$309,054$28,096iApproximate average salary by contribution assumption: employee only about $702,395 at 4% or $468,264 at 6%; with 50% employer match about $468,264 at 4% or $312,176 at 6%; with 100% employer match about $351,198 at 4% or $234,132 at 6%.
2021111$4,887,230$326,854$29,714iApproximate average salary by contribution assumption: employee only about $742,850 at 4% or $495,233 at 6%; with 50% employer match about $495,233 at 4% or $330,156 at 6%; with 100% employer match about $371,425 at 4% or $247,617 at 6%.
Rock Point Advisors LLC 401(K) Plan-11$4,887,230$326,854$29,714iApproximate average salary by contribution assumption: employee only about $742,850 at 4% or $495,233 at 6%; with 50% employer match about $495,233 at 4% or $330,156 at 6%; with 100% employer match about $371,425 at 4% or $247,617 at 6%.
202019$3,624,119$240,803$26,756iApproximate average salary by contribution assumption: employee only about $668,897 at 4% or $445,931 at 6%; with 50% employer match about $445,931 at 4% or $297,288 at 6%; with 100% employer match about $334,449 at 4% or $222,966 at 6%.
Rock Point Advisors LLC 401(K) Plan-9$3,624,119$240,803$26,756iApproximate average salary by contribution assumption: employee only about $668,897 at 4% or $445,931 at 6%; with 50% employer match about $445,931 at 4% or $297,288 at 6%; with 100% employer match about $334,449 at 4% or $222,966 at 6%.
201919$3,082,626$254,014$28,224iApproximate average salary by contribution assumption: employee only about $705,594 at 4% or $470,396 at 6%; with 50% employer match about $470,396 at 4% or $313,598 at 6%; with 100% employer match about $352,797 at 4% or $235,198 at 6%.
Rock Point Advisors LLC 401(K) Plan-9$3,082,626$254,014$28,224iApproximate average salary by contribution assumption: employee only about $705,594 at 4% or $470,396 at 6%; with 50% employer match about $470,396 at 4% or $313,598 at 6%; with 100% employer match about $352,797 at 4% or $235,198 at 6%.
201819$2,204,481$256,649$28,517iApproximate average salary by contribution assumption: employee only about $712,914 at 4% or $475,276 at 6%; with 50% employer match about $475,276 at 4% or $316,851 at 6%; with 100% employer match about $356,457 at 4% or $237,638 at 6%.
Rock Point Advisors LLC 401(K) Plan-9$2,204,481$256,649$28,517iApproximate average salary by contribution assumption: employee only about $712,914 at 4% or $475,276 at 6%; with 50% employer match about $475,276 at 4% or $316,851 at 6%; with 100% employer match about $356,457 at 4% or $237,638 at 6%.
201719$2,760,582$247,948$27,550iApproximate average salary by contribution assumption: employee only about $688,744 at 4% or $459,163 at 6%; with 50% employer match about $459,163 at 4% or $306,109 at 6%; with 100% employer match about $344,372 at 4% or $229,581 at 6%.
Rock Point Advisors LLC 401(K) Plan-9$2,760,582$247,948$27,550iApproximate average salary by contribution assumption: employee only about $688,744 at 4% or $459,163 at 6%; with 50% employer match about $459,163 at 4% or $306,109 at 6%; with 100% employer match about $344,372 at 4% or $229,581 at 6%.
201619$2,215,783$206,735$22,971iApproximate average salary by contribution assumption: employee only about $574,264 at 4% or $382,843 at 6%; with 50% employer match about $382,843 at 4% or $255,228 at 6%; with 100% employer match about $287,132 at 4% or $191,421 at 6%.
Rock Point Advisors LLC 401(K) Plan-9$2,215,783$206,735$22,971iApproximate average salary by contribution assumption: employee only about $574,264 at 4% or $382,843 at 6%; with 50% employer match about $382,843 at 4% or $255,228 at 6%; with 100% employer match about $287,132 at 4% or $191,421 at 6%.
201519$1,666,615$197,076$21,897iApproximate average salary by contribution assumption: employee only about $547,433 at 4% or $364,956 at 6%; with 50% employer match about $364,956 at 4% or $243,304 at 6%; with 100% employer match about $273,717 at 4% or $182,478 at 6%.
Rock Point Advisors LLC 401(K) Plan-9$1,666,615$197,076$21,897iApproximate average salary by contribution assumption: employee only about $547,433 at 4% or $364,956 at 6%; with 50% employer match about $364,956 at 4% or $243,304 at 6%; with 100% employer match about $273,717 at 4% or $182,478 at 6%.
201417$2,049,451$153,103$21,872iApproximate average salary by contribution assumption: employee only about $546,796 at 4% or $364,531 at 6%; with 50% employer match about $364,531 at 4% or $243,021 at 6%; with 100% employer match about $273,398 at 4% or $182,265 at 6%.
Rock Point Advisors LLC 401(K) Plan-7$2,049,451$153,103$21,872iApproximate average salary by contribution assumption: employee only about $546,796 at 4% or $364,531 at 6%; with 50% employer match about $364,531 at 4% or $243,021 at 6%; with 100% employer match about $273,398 at 4% or $182,265 at 6%.
201316$1,772,074$143,044$23,841iApproximate average salary by contribution assumption: employee only about $596,017 at 4% or $397,344 at 6%; with 50% employer match about $397,344 at 4% or $264,896 at 6%; with 100% employer match about $298,008 at 4% or $198,672 at 6%.
Rock Point Advisors LLC 401(K) Plan-6$1,772,074$143,044$23,841iApproximate average salary by contribution assumption: employee only about $596,017 at 4% or $397,344 at 6%; with 50% employer match about $397,344 at 4% or $264,896 at 6%; with 100% employer match about $298,008 at 4% or $198,672 at 6%.
201217$1,284,732$115,514$16,502iApproximate average salary by contribution assumption: employee only about $412,550 at 4% or $275,033 at 6%; with 50% employer match about $275,033 at 4% or $183,356 at 6%; with 100% employer match about $206,275 at 4% or $137,517 at 6%.
Rock Point Advisors LLC 401(K) Plan-7$1,284,732$115,514$16,502iApproximate average salary by contribution assumption: employee only about $412,550 at 4% or $275,033 at 6%; with 50% employer match about $275,033 at 4% or $183,356 at 6%; with 100% employer match about $206,275 at 4% or $137,517 at 6%.
201117$1,129,899$122,456$17,494iApproximate average salary by contribution assumption: employee only about $437,343 at 4% or $291,562 at 6%; with 50% employer match about $291,562 at 4% or $194,375 at 6%; with 100% employer match about $218,671 at 4% or $145,781 at 6%.
Rock Point Advisors LLC 401(K) Plan-7$1,129,899$122,456$17,494iApproximate average salary by contribution assumption: employee only about $437,343 at 4% or $291,562 at 6%; with 50% employer match about $291,562 at 4% or $194,375 at 6%; with 100% employer match about $218,671 at 4% or $145,781 at 6%.
201017$1,053,545$111,453$15,922iApproximate average salary by contribution assumption: employee only about $398,046 at 4% or $265,364 at 6%; with 50% employer match about $265,364 at 4% or $176,910 at 6%; with 100% employer match about $199,023 at 4% or $132,682 at 6%.
Rock Point Advisors LLC 401(K) Plan-7$1,053,545$111,453$15,922iApproximate average salary by contribution assumption: employee only about $398,046 at 4% or $265,364 at 6%; with 50% employer match about $265,364 at 4% or $176,910 at 6%; with 100% employer match about $199,023 at 4% or $132,682 at 6%.
200917$802,765$98,897$14,128iApproximate average salary by contribution assumption: employee only about $353,204 at 4% or $235,469 at 6%; with 50% employer match about $235,469 at 4% or $156,979 at 6%; with 100% employer match about $176,602 at 4% or $117,735 at 6%.
Rock Point Advisors LLC 401(K) Plan-7$802,765$98,897$14,128iApproximate average salary by contribution assumption: employee only about $353,204 at 4% or $235,469 at 6%; with 50% employer match about $235,469 at 4% or $156,979 at 6%; with 100% employer match about $176,602 at 4% or $117,735 at 6%.
200817$543,098$102,038$14,577iApproximate average salary by contribution assumption: employee only about $364,421 at 4% or $242,948 at 6%; with 50% employer match about $242,948 at 4% or $161,965 at 6%; with 100% employer match about $182,211 at 4% or $121,474 at 6%.
Rock Point Advisors LLC 401(K) Plan-7$543,098$102,038$14,577iApproximate average salary by contribution assumption: employee only about $364,421 at 4% or $242,948 at 6%; with 50% employer match about $242,948 at 4% or $161,965 at 6%; with 100% employer match about $182,211 at 4% or $121,474 at 6%.
200716$675,099$118,552$19,759iApproximate average salary by contribution assumption: employee only about $493,967 at 4% or $329,311 at 6%; with 50% employer match about $329,311 at 4% or $219,541 at 6%; with 100% employer match about $246,983 at 4% or $164,656 at 6%.
Rock Point Advisors LLC 401(K) Plan-6$675,099$118,552$19,759iApproximate average salary by contribution assumption: employee only about $493,967 at 4% or $329,311 at 6%; with 50% employer match about $329,311 at 4% or $219,541 at 6%; with 100% employer match about $246,983 at 4% or $164,656 at 6%.
200616$512,392$105,337$17,556iApproximate average salary by contribution assumption: employee only about $438,904 at 4% or $292,603 at 6%; with 50% employer match about $292,603 at 4% or $195,069 at 6%; with 100% employer match about $219,452 at 4% or $146,301 at 6%.
Rock Point Advisors LLC 401(K) Plan-6$512,392$105,337$17,556iApproximate average salary by contribution assumption: employee only about $438,904 at 4% or $292,603 at 6%; with 50% employer match about $292,603 at 4% or $195,069 at 6%; with 100% employer match about $219,452 at 4% or $146,301 at 6%.
200516$344,471$304,123$50,687iApproximate average salary by contribution assumption: employee only about $1,267,179 at 4% or $844,786 at 6%; with 50% employer match about $844,786 at 4% or $563,191 at 6%; with 100% employer match about $633,590 at 4% or $422,393 at 6%.
Rock Point Advisors LLC 401(K) Plan-6$344,471$304,123$50,687iApproximate average salary by contribution assumption: employee only about $1,267,179 at 4% or $844,786 at 6%; with 50% employer match about $844,786 at 4% or $563,191 at 6%; with 100% employer match about $633,590 at 4% or $422,393 at 6%.