# Turning Point Community Programs 401(k) Plan
Source: https://planprovider.pro/companies/turning-point-community-programs-401k-plan

> Turning Point Community Programs's 401(k) plan: 934 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ubs-financial-services-inc) — INVESTMENT ADVISORY

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISTRATOR

- [GILBERT CPAS](https://planprovider.pro/provider/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|—|—|

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