Kelly Durante signed Turning Point of Central California's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Turning Point of Central California's EIN is 94-1719862.
Download the official 2022 Form 5500 (PDF) for Turning Point of Central California from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Turning Point of Central California's plan includes ERISA 404(c) participant direction, money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINE | 94-3250323 | — | INVESTMENT ADVISOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETRIEMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $72K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Value ETF fund | Common Collective Trusts | — | — | $1.3M | 11.0% | |
| Schwab International Equity ETF fund | Mutual Funds | — | — | $1.3M | 10.9% | |
| Vanguard Growth Index Admiral fund | Mutual Funds | — | — | $1.1M | 9.2% | |
| iShares Intermediate-Term Corp Bd ETF fund | Common Stocks | — | — | $893K | 7.7% | |
| Vanguard Mid Cap Index Admiral fund | Mutual Funds | — | — | $875K | 7.5% | |
| TIAA-CREF Core Bond Instl fund | Mutual Funds | — | — | $807K | 6.9% | |
| SPDR Portfolio Mortgage Backed Bond ETF fund | Other securities | — | — | $765K | 6.6% | |
| Vanguard Equity-Income Adm fund | Mutual Funds | — | — | $704K | 6.1% | |
| Modern Bank Deposit Account | Other securities | — | — | $557K | 4.8% | |
| SPDR Portfolio Intmdt Term Trs ETF fund | Other securities | — | — | $553K | 4.8% | |
| Vanguard FTSE Emerging Markets fund | Mutual Funds | — | — | $387K | 3.3% | |
| Schwab Treasury Infl Protected Secs Idx fund | Common Collective Trusts | — | — | $358K | 3.1% | |
| iShares International Treasury Bond ETF fund | U.S. Treasuries | — | — | $345K | 3.0% | |
| SPDR Portfolio Long Term Treasury ETF fund | Other securities | — | — | $342K | 2.9% | |
| iShares Exponential Technologies ETF fund | Other securities | — | — | $323K | 2.8% | |
| Schwab US REIT ETF fund | Mutual Funds | — | — | $312K | 2.7% | |
| Participant Loans Interest rates range between 4.00% to 10.25% 0 $ | Bonds / Notes | — | — | $250K | 2.2% | |
| iShares Core S&P Small-Cap ETF fund | Other securities | — | — | $188K | 1.6% | |
| SPDR S&P Kensho New Economics Comps ETF fund | Other securities | — | — | $94K | 0.8% | |
| Vanguard Explorer Adm fund | Mutual Funds | — | — | $66K | 0.6% | |
| Dimensional Fund Advisors Global Equity I fund | Mutual Funds | — | — | $53K | 0.5% | |
| Vanguard Ultra-Short-Term Bond Admiral fund | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard Short-Term Investment-Grade Adm fund | Mutual Funds | — | — | $20K | 0.2% | |
| American Funds New Perspective R6 fund | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Short-Term Federal Adm fund | Mutual Funds | — | — | $17K | 0.1% | |
| TIAA-CREF Short-Term Bond Instl fund | Mutual Funds | — | — | $13K | 0.1% | |
| Vanguard Global Equity Inv fund | Mutual Funds | — | — | $12K | 0.1% | |
| American Funds Corporate Bond R6 fund | Mutual Funds | — | — | $10K | <0.1% | |
| Dimensional Fund Advisors Selectively Hedged Global F/I I fund | Mutual Funds | — | — | $9K | <0.1% | |
| Dimensional Fund Advisors Short-Term Extended Quality I fund | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds Preservation Port R6 fund | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
