How big is Turningpoint Global Solutions, LLC's plan?

Turningpoint Global Solutions, LLC's plan reported $15.9M in assets and 102 participants for 2024.

Original filing (PDF)20251014080550NAL0005037522001

Turningpoint Global Solutions, LLC

Name: Turningpoint Global Solutions, LLC — Turningpoint, Form 5500 (2024)
Creator: Turningpoint Global Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Turningpoint 401(k) Plan

401(k) retirement plan · Turningpoint Global Solutions, LLC's Turningpoint 401(k) Plan held $15.9M in plan assets for 102 participants in 2024, with John Hancock as recordkeeper.

Active participants

102

Accounts w/ balance

153

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

Plan identifiers

Turningpoint Global Solutions, LLC's EIN is 81-0575201.

EIN 81-0575201

Plan number 001

Plan year 2024

ACK ID 20251014080550NAL0005037522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Turningpoint Global Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Turningpoint Global Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TURNINGPOINT GLOBAL SOLUTIONS, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

TURNINGPOINT GLOBAL SOLUTIONS, LLC

EIN

all filings

Address

2273 RESEARCH BLVD · SUITE 400 · ROCKVILLE, MD · 20850

Phone

(301) 795-1655

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RECORDKEEPER	$55K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL BANKING OPS	26-4310632	—	RIA	$39K	—

Investments

33 direct securities · 1 pooled fund· $15.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$9.3M

17 holdings

Common Collective Trusts

$3.2M

4 holdings

Other securities

$3.0M

12 holdings

Common Collective Trust

$414K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$2.5M	15.5%
American Funds 2025 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.9M	12.2%
American Funds 2030 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.4M	8.6%
AB Large Cap Growth Z Mutual fund	Other securities	—	—	$1.3M	8.1%
American Funds 2050 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.2M	7.8%
American Funds 2040 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.2M	7.7%
American Funds 2035 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$900K	5.7%
American Funds 2010 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$596K	3.7%
American Funds 2045 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$562K	3.5%
JOHN HANCOCK STABLE VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Common Collective Trust	—	—	$414K	2.6%
Hartford Strategic Income R6 Mutual fund	Other securities	—	—	$377K	2.4%
Fidelity Total Market Index Fund Mutual fund	Common Collective Trusts	—	—	$353K	2.2%
American Funds 2055 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$332K	2.1%
Hartford Div and Growth R6 Mutual fund	Other securities	—	—	$289K	1.8%
Baron Discovery Fund R6 Mutual fund	Other securities	—	—	$268K	1.7%
Allspring Spc Mid Cap Value R6 Mutual fund	Other securities	—	—	$240K	1.5%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$222K	1.4%
Oppenheimer Developing Markets Fund Mutual fund	Mutual Funds	—	—	$197K	1.2%
American Funds 2060 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$188K	1.2%
Fidelity Total Intl Index Mutual fund	Mutual Funds	—	—	$178K	1.1%
Fidelity Sm Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$170K	1.1%
DFA US Targeted Value Prt I Mutual fund	Mutual Funds	—	—	$146K	0.9%
Oakmark International Inv Mutual fund	Other securities	—	—	$145K	0.9%
DFA Inflation-Protected Securities Fund Mutual fund	Mutual Funds	—	—	$128K	0.8%
American Funds 2020 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$104K	0.7%
Principal Real Estate Sec R6 Mutual fund	Other securities	—	—	$97K	0.6%
Oakmark Global Select Fd Inst Mutual fund	Other securities	—	—	$88K	0.6%
JPMorgan US Govt MMkt Cap Cl Mutual fund 106 Federated Hermes Int HiYd Bd I Mutual fund	Other securities	—	—	$80K	0.5%
Fidelity Total Bond Fund Mutual fund	Mutual Funds	—	—	$77K	0.5%
American Funds 2015 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$71K	0.4%
Parnassus Core Equity Income Fund Mutual fund	Other securities	—	—	$48K	0.3%
Eagle Mid Cap Growth Fund R6 Mutual fund	Other securities	—	—	$46K	0.3%
dates, secured by participant account balance	Other securities	—	—	$32K	0.2%
PIMCO Comm Real Ret Strat (I) Mutual fund	Mutual Funds	—	—	$25K	0.2%