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

Turning Point Financial, Inc.'s plan reported $1.7M in assets and 10 participants for 2024.

Original filing (PDF)20250624112306NAL0016608946001

Turning Point Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Turning Point Financial, Inc. 401(k) Plan

401(k) retirement plan · Turning Point Financial, Inc.'s Turning Point Financial, Inc. 401(k) Plan held $1.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

LYN Blandi signed Turning Point Financial, Inc.'s 2024 Form 5500 as plan administrator.

LYN Blandi — 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 Financial, Inc.'s EIN is 81-4600947.

EIN 81-4600947

Plan number 001

Plan year 2024

ACK ID 20250624112306NAL0016608946001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Turning Point Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 FINANCIAL, INC..

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score