Original filing (PDF)20250403084411NAL0011335361001

TURNING POINT ADVISORS LLC

Name: TURNING POINT ADVISORS LLC — TURNING POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: TURNING POINT ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

TURNING POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

TURNING POINT ADVISORS LLC

EIN

87-4771422

Address

2024 W HENRIETTA RD STE 3F · ROCHESTER, NY · 146231358

Phone

(585) 315-6587

Industry