Turning Point Benefit Group, Inc. 401(k) Plan

The Turning Point Benefit Group, Inc. 401(k) on its latest Form 5500

Turning Point Benefit Group, Inc. (EIN 20-3664249) reports TURNING POINT BENEFIT INC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $1.1M in plan assets across 19 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Turning Point Benefit Group, Inc. filing — schedules, fees, and providers.

Who runs the Turning Point Benefit Group, Inc. 401(k)?

Turning Point Benefit Group, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Turning Point Benefit Group, Inc.HR for the recordkeeper’s name and login.

How to check your Turning Point Benefit Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Turning Point Benefit Group, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).