How big is Turning Point Community Programs' plan?

Turning Point Community Programs' plan reported $25.2M in assets and 934 participants for 2024.

Original filing (PDF)20251006150059NAL0001978419001

Turning Point Community Programs

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

Form 5500

FILING_RECEIVED

Turning Point Community Programs 401(k) Retirement Plan

401(k) retirement plan · Turning Point Community Programs' Turning Point Community Programs 401(k) Retirement Plan held $25.2M in plan assets for 934 participants in 2024, with Principal as recordkeeper.

Signals · 1

~77 bps in Sched C fees

Active participants

934

Accounts w/ balance

1,006

Plan assets (EOY)

$25.2M

Net assets (EOY)

$25.2M

People on this filing

Deborah Starkey signed Turning Point Community Programs' 2024 Form 5500 as plan administrator.

Deborah Starkey — 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 Community Programs' EIN is 94-2609766.

EIN 94-2609766

Plan number 001

Plan year 2024

ACK ID 20251006150059NAL0001978419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Turning Point Community Programs' plan includes profit-sharing, 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 COMMUNITY PROGRAMS.

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How this plan invests

This plan

1 pooled trust

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

TURNING POINT COMMUNITY PROGRAMS

EIN

all filings

Address

10850 GOLD CENTER DRIVE, SUITE 325 · RANCHO CORDOVA, CA · 95827

Phone

(916) 840-1167

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

GILBERT CPAS

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$183K	—
ASCENSUS	82-3719843	—	CONTRACT ADMINISTRATOR	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC

Investments

37 direct securities · 1 pooled fund· $25.2M(100% of reported assets)

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.

Other securities

$23.7M

26 holdings

Common Collective Trusts

$1.1M

3 holdings

Mutual Funds

$281K

5 holdings

Common Stocks

$87K

3 holdings

Pooled Separate Account

1 holding

					% of plan
Am Fds Trgt Dte Rtm 2045 R6 Fd Mutual Fund	Other securities	—	—	$3.5M	14.1%
Am Fds Trgt Dte Rtm 2040 R6 Fd Mutual Fund	Other securities	—	—	$3.3M	13.1%
Am Fds Trgt Dte Rtm 2035 R6 Fd Mutual Fund	Other securities	—	—	$3.3M	13.0%
Am Fds Trgt Dte Rtm 2030 R6 Fd Mutual Fund	Other securities	—	—	$2.2M	8.6%
Am Fds Trgt Dte Rtm 2025 R6 Fd Mutual Fund	Other securities	—	—	$2.1M	8.3%
Am Fds Trgt Dte Rtm 2050 R6 Fd Mutual Fund	Other securities	—	—	$2.0M	8.0%
Am Fds Trgt Dte Rtm 2020 R6 Fd Mutual Fund	Other securities	—	—	$2.0M	7.9%
Am Fds Trgt Dte Rtm 2055 R6 Fd Mutual Fund	Other securities	—	—	$1.9M	7.5%
Am Fds Trgt Dte Rtm 2060 R6 Fd Mutual Fund	Other securities	—	—	$1.2M	4.8%
iShares S&P 500 Index K Fund Mutual Fund	Common Collective Trusts	—	—	$600K	2.4%
Am Fds Trgt Dte Rtm 2015 R6 Fd Mutual Fund	Other securities	—	—	$372K	1.5%
Am Fds Trgt Dte Rtm 2010 R6 Fd Mutual Fund	Other securities	—	—	$361K	1.4%
Am Fds Trgt Dte Rtm 2065 R6 Fd Mutual Fund	Other securities	—	—	$338K	1.3%
Growth Fund of America Mutual Fund	Other securities	—	—	$332K	1.3%
Fidelity Total International Index Fund Mutual Fund	Common Collective Trusts	—	—	$314K	1.2%
Capital World Growth and Income Fund Mutual Fund	Other securities	—	—	$164K	0.7%
Am Fds Fndmtl Inv R6 Fund Mutual Fund	Other securities	—	—	$149K	0.6%
Fidelity Inflation Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$138K	0.5%
Washington Mutual Investors Fund Mutual Fund	Other securities	—	—	$126K	0.5%
PIMCO Income Institutional Fund Mutual Fund	Mutual Funds	—	—	$125K	0.5%
BlackRock High Yield Bond Portfolio Mutual Fund	Other securities	—	—	$113K	0.4%
Vangard Sm Cap Index Adm Fund Mutual Fund	Other securities	—	—	$91K	0.4%
Vanguard Ext Mk Index Adm Fd Mutual Fund	Mutual Funds	—	—	$64K	0.3%
Fixed Income Guarantee Option Investment Contract	Other securities	—	—	$56K	0.2%
Am Ctry Short Duration Inflt Prot Bd Fd Mutual Fund ** 541 Cohen & Steers Re Est Sec Z Fd Mutual Fund	Other securities	—	—	$52K	0.2%
Am Fnds Cap Inc Builder R6 Fd Mutual Fund	Common Stocks	—	—	$49K	0.2%
Etn Vnc Atl Cp SMID-Cap R6 Fd Mutual Fund	Other securities	—	—	$45K	0.2%
T Rowe Price Dividend Growth Fund Inc Mutual Fund	Mutual Funds	—	—	$37K	0.1%
DFA US SmCap Value I Fund Mutual Fund	Mutual Funds	—	—	$36K	0.1%
Hartford World Bond Fund Mutual Fund	Other securities	—	—	$29K	0.1%
New World Fund Inc Mutual Fund	Common Stocks	—	—	$24K	<0.1%
American Funds AMCAP R6 Fund Mutual Fund	Mutual Funds	—	—	$20K	<0.1%
PGIM Short-Term Corp Bond R6 Fund Mutual Fund	Common Stocks	—	—	$13K	<0.1%
Amer Funds Amer Bal R6 Fd Mutual Fund	Other securities	—	—	$10K	<0.1%
Hartford International Value Fund/The Mutual Fund	Other securities	—	—	$9K	<0.1%
Delaware Small Cap Value R6 Fd Mutual Fund	Other securities	—	—	$8K	<0.1%
Am Fds EuroPacific Grth R6 Fd Mutual Fund	Other securities	—	—	$4K	<0.1%
PRIN HIGH YIELD SEP ACCT-Z PRINCIPLE LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137	Pooled Separate Account	—	—	$0	<0.1%