Sandra Duran signed Crossroads' Turning Points, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crossroads' Turning Points, Inc.'s EIN is 84-0810723.
Download the official 2023 Form 5500 (PDF) for Crossroads' Turning Points, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Crossroads' Turning Points, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE CO | 13-5570651 | — | RECORD KEEPER | $47K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $1.7M | 85.5% | |
| AM FDS202 Mutual Fund | Other securities | — | — | $398K | 20.2% | |
| 010 Group Variable AnnuityContract | Common Stocks | — | — | $260K | 13.1% | |
| AM FDS204 Mutual Fund | Other securities | — | — | $259K | 13.1% | |
| AM FDS203 Mutual Fund | Other securities | — | — | $193K | 9.8% | |
| Fidelity 5 Mutual Fund | Mutual Funds | — | — | $144K | 7.3% | |
| AmericanC Mutual Fund | Other securities | — | — | $136K | 6.9% | |
| Vanguard TL I Mutual Fund | Mutual Funds | — | — | $129K | 6.5% | |
| AM FDS201 Mutual Fund | Other securities | — | — | $90K | 4.6% | |
| AM FDS205 Mutual Fund | Other securities | — | — | $80K | 4.0% | |
| AB Relativ Mutual Fund | Other securities | — | — | $73K | 3.7% | |
| Vanguard E Mutual Fund | Mutual Funds | — | — | $39K | 2.0% | |
| DoubleLine Mutual Fund | Other securities | — | — | $32K | 1.6% | |
| Forfeiture Assets | Other securities | — | — | $27K | 1.4% | |
| Fidelity M Mutual Fund | Mutual Funds | — | — | $25K | 1.3% | |
| JP Morgan M Mutual Fund | Other securities | — | — | $23K | 1.2% | |
| DFA USTar Mutual Fund | Mutual Funds | — | — | $23K | 1.2% | |
| MFSMidCA Mutual Fund | Other securities | — | — | $18K | 0.9% | |
| AM FDS206 Mutual Fund | Other securities | — | — | $11K | 0.5% | |
| Amer Fnd 2 Mutual Fund | Other securities | — | — | $10K | 0.5% | |
| Fidelity S Mutual Fund | Mutual Funds | — | — | $5K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
