How big is Turning Point, Inc.'s plan?

Turning Point, Inc.'s plan reported $1.3M in assets and 348 participants for 2024.

Original filing (PDF)20250505140251NAL0018207090001

Turning Point, Inc.

Name: Turning Point, Inc. — Turning Point, Inc. 403(b), Form 5500 (2024)
Creator: Turning Point, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Turning Point, Inc. 403(b) Plan

403(b) retirement plan · Turning Point, Inc.'s Turning Point, Inc. 403(b) Plan held $1.3M in plan assets for 348 participants in 2024.

Signals · 1

No auditor on file

Active participants

348

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Sherry Rogness signed Turning Point, Inc.'s 2024 Form 5500 as plan administrator.

Sherry Rogness — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Turning Point, Inc.'s EIN is 04-2479435.

EIN 04-2479435

Plan number 001

Plan year 2024

ACK ID 20250505140251NAL0018207090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Turning Point, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Turning Point, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TURNING POINT, INC..

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score