Turning Point Community Programs 401(k) Retirement Plan
Sponsored by Turning Point Community Programs · EIN 942609766 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 934
- With balances
- 1,006
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $182,759 |
| Ascensus | Other services, Other fees, Contract administrator | $11,288 |
| Ubs Financial Services Inc | Investment advisory (plan), Other fees | $0 |