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Original filing (PDF)20250922125216NAL0006112064001
ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION DBA TURNPOINT SERV
Form 5500
FILING_RECEIVED
TURNPOINT 401(K) PLAN
401(k) retirement plan
Active participants
6,351
Accounts w/ balance
7,957
Plan assets (EOY)
$131.5M
Net assets (EOY)
$131.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 402% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION DBA TURNPOINT SERV.
Plan sponsor
Name
ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION DBA TURNPOINT SERV
EIN
81-3502817
Address
139 S ENGLISH STATION RD · STE 250 · LOUISVILLE, KY · 40245
Phone
(502) 396-4425
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JONES NALE AND MATTINGLY PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $531K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO | 39-6037917 | — | ADVISOR | $87K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES, NALE & MATTINGLY PLC | 61-0420207 | — | ACCOUNTANT/AUDITOR | $15K | — |
Investments
20 direct securities · 5 pooled funds· $133.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$124.2M
20 holdings
Common Collective Trust
$8.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2050 R6 Mutual Fund | — | — | — | $15.8M | 12.0% | |
| American Funds Target Date 2035 R6 Mutual Fund | — | — | — | $14.7M | 11.2% | |
| American Funds Target Date 2045 R6 Mutual Fund | — | — | — | $14.3M | 10.9% | |
| American Funds Target Date 2040 R6 Mutual Fund | — | — | — | $14.0M | 10.7% | |
| American Funds Target Date 2055 R6 Mutual Fund | — | — | — | $13.8M | 10.5% | |
| American Funds Target Date 2060 R6 Mutual Fund | — | — | — | $10.3M | 7.9% | |
| American Funds Target Date 2030 R6 Mutual Fund | — | — | — | $8.8M | 6.7% | |
| American Funds Target Date 2065 R6 Mutual Fund | — | — | — | $8.0M | 6.1% | |
| American Funds Target Date 2025 R6 Mutual Fund | — | — | — | $7.0M | 5.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $6.8M | 5.2% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 001 | Common Collective Trust | — | — | $4.1M | 3.1% | |
| from 2025 - 2034 -0- | — | — | — | $4.0M | 3.0% | |
| American Funds Target Date 2020 R6 Mutual Fund | — | — | — | $1.8M | 1.4% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.2% | |
| LD ABBETT CORE BOND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.2M | 0.9% | |
| Putnam Large Cap Value Fund R1 Common/collective trust | — | — | — | $1.2M | 0.9% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $910K | 0.7% | |
| Great Gray Emerging Markets Fund II R1 Common/collective trust | — | — | — | $495K | 0.4% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $495K | 0.4% | |
| Fidelity Government Money Market Interest-bearing cash | — | — | — | $460K | 0.3% | |
| Fidelity Real Estate Index Mutual Fund | — | — | — | $234K | 0.2% | |
| American Funds Target Date 2015 R6 Mutual Fund | — | — | — | $219K | 0.2% | |
| American Funds Target Date 2010 R6 Mutual Fund | — | — | — | $178K | 0.1% |
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