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Original filing (PDF)20250911122709NAL0000492705001
TURNINGPOINT HEALTHCARE SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
TURNINGPOINT HEALTHCARE SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
385
Accounts w/ balance
255
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURNINGPOINT HEALTHCARE SOLUTIONS, LLC.
Plan sponsor
Name
TURNINGPOINT HEALTHCARE SOLUTIONS, LLC
EIN
46-4787338
Address
1000 PRIMERA BLVD, SUITE 3160 · LAKE MARY, FL · 32746
Phone
(407) 233-3429
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH + BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT | 20-3691658 | IRVINE, CA | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS SECURITIES INC | — | COLUMBUS, GA | INVESTMENT ADVISOR | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYATECH | 64-0936231 | RIDGELAND, MS | CONTRACT ADMIN | $11K | — |
Investments
27 direct securities· $6.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds | — | — | — | $1.4M | 21.4% | |
| American Funds | — | — | — | $725K | 10.9% | |
| American Funds | — | — | — | $699K | 10.5% | |
| American Funds | — | — | — | $692K | 10.4% | |
| American Funds | — | — | — | $667K | 10.0% | |
| American Funds | — | — | — | $571K | 8.6% | |
| T.Rowe Price | — | — | — | $551K | 8.3% | |
| Stable Value | — | — | — | $234K | 3.5% | |
| American Funds | — | — | — | $177K | 2.7% | |
| American Funds | — | — | — | $167K | 2.5% | |
| American Funds | — | — | — | $144K | 2.2% | |
| American Funds | — | — | — | $142K | 2.1% | |
| American Funds | — | — | — | $136K | 2.0% | |
| American Funds | — | — | — | $69K | 1.0% | |
| American Funds | — | — | — | $66K | 1.0% | |
| Columbia | — | — | — | $56K | 0.8% | |
| T.Rowe Price | — | — | — | $46K | 0.7% | |
| American Funds | — | — | — | $20K | 0.3% | |
| Principal Funds | — | — | — | $16K | 0.2% | |
| American Funds | — | — | — | $12K | 0.2% | |
| American Funds | — | — | — | $10K | 0.2% | |
| BlackRock | — | — | — | $9K | 0.1% | |
| American Funds | — | — | — | $4K | <0.1% | |
| American Funds | — | — | — | $3K | <0.1% | |
| American Funds | — | — | — | $2K | <0.1% | |
| American Funds | — | — | — | $2K | <0.1% | |
| Hartford Funds | — | — | — | $717 | <0.1% |
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