How big is Turning Pointe Financial's plan?

Turning Pointe Financial's plan reported $188K in assets and 3 participants for 2024.

Original filing (PDF)20251015163542NAL0010333234001

Turning Pointe Financial

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

Form 5500-SF

FILING_RECEIVED

Turning Pointe Financial 401(k) Plan

Defined-contribution retirement plan · Turning Pointe Financial's Turning Pointe Financial 401(k) Plan held $188K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

Plan identifiers

Turning Pointe Financial's EIN is 81-8571245.

EIN 81-8571245

Plan number 001

Plan year 2024

ACK ID 20251015163542NAL0010333234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Turning Pointe Financial's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TURNING POINTE FINANCIAL.

Finding similar companies…

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