How big is Turning Point Wealth's plan?

Turning Point Wealth's plan reported $22K in assets and 2 participants for 2024.

Original filing (PDF)20250818134832NAL0000680003001

Turning Point Wealth

Name: Turning Point Wealth — Turning Point Wealth 401(k), Form 5500 (2024)
Creator: Turning Point Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Turning Point Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · Turning Point Wealth's Turning Point Wealth 401(k) Profit Sharing Plan held $22K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Anthony Warren signed Turning Point Wealth's 2024 Form 5500 as plan administrator.

Anthony Warren — 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 Wealth's EIN is 87-2386077.

EIN 87-2386077

Plan number 001

Plan year 2024

ACK ID 20250818134832NAL0000680003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Turning Point Wealth'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 TURNING POINT WEALTH.

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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