How big is Turning Point Advisors LLC's plan?

Turning Point Advisors LLC's plan reported $141K in assets and 3 participants for 2025.

Original filing (PDF)20260429091108NAL0017211824001

Turning Point Advisors LLC

Name: Turning Point Advisors LLC — Turning Point Advisors, Form 5500 (2025)
Creator: Turning Point Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Turning Point Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Turning Point Advisors LLC's Turning Point Advisors LLC 401(k) Profit Sharing Plan & Trust held $141K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

People on this filing

Jennifer MOSS signed Turning Point Advisors LLC's 2025 Form 5500 as plan administrator.

Jennifer MOSS — 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 Advisors LLC's EIN is 87-4771422.

EIN 87-4771422

Plan number 001

Plan year 2025

ACK ID 20260429091108NAL0017211824001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Turning Point Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Turning Point Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ADVISORS LLC.

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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