AUMdb

Turningpoint 401(k) Plan

Sponsored by Turningpoint Global Solutions, Llc · EIN 810575201 · Plan #001

Total assets
$15.9M
Net assets
$15.9M
Active participants
102
With balances
153

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping $55,218
Morgan Stanley Global Banking Ops Investment advisory (participants) $39,141