How big is Turning Point Foundation's plan?

Turning Point Foundation's plan reported $496K in assets and 137 participants for 2024.

Original filing (PDF)20251006131507NAL0006491536001

Turning Point Foundation

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

Form 5500-SF

FILING_RECEIVED

Turning Point Retirement Plan

403(b) retirement plan · Turning Point Foundation's Turning Point Retirement Plan held $496K in plan assets for 137 participants in 2024.

Signals · 2

No auditor on fileHigh average account balance

Active participants

137

Accounts w/ balance

Plan assets (EOY)

$496K

Net assets (EOY)

$496K

People on this filing

Jason MEEK signed Turning Point Foundation's 2024 Form 5500 as plan administrator.

Jason MEEK — 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 Foundation's EIN is 77-0213467.

EIN 77-0213467

Plan number 001

Plan year 2024

ACK ID 20251006131507NAL0006491536001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Turning Point Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 FOUNDATION.

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Plan health score

Above-average plan

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 (2nd percentile).

Helping the score