Turnpoint 401(k) Plan
Sponsored by Essential Services Intermediate Holding Corporation Dba Turnpoint Serv · EIN 813502817 · Plan #001
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 6,351
- With balances
- 7,957
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $531,204 |
| Robert W Baird & Co | Investment advisory (plan) | $87,341 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $26,934 |
| Jones, Nale & Mattingly Plc | Accounting | $15,000 |