Plan Snapshot
- Plan Sponsor: Turning Point Community Programs
- Sponsor EIN: 942609766
- Sponsor Address: 10850 GOLD CENTER DRIVE, SUITE 325, RANCHO CORDOVA, CA, 95827
- Plan Type: 401(k)
- Total Participants: 934
- Total Assets: $25.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 934 | $25.2M | $1.2M | $1.9M |
| 2023 | 775 | $22.4M | $777,244 | $1.7M |
| 2022 | 688 | $18.7M | $806,360 | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $182,759 | — | $182,759 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | — | $46,655 | $46,655 |
| ASCENSUS | CONTRACT ADMINISTRATOR | $11,288 | $12,043 | $23,331 |
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
- ASCENSUS — CONTRACT ADMINISTRATOR
- GILBERT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $252,745
- Estimated Expense Ratio: 1.004% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $194,048 | — | $194,048 | — | — |
| 2023 | $162,695 | — | $162,695 | — | — |
| 2022 | $165,483 | — | $165,483 | — | — |