Plan Snapshot
- Plan Sponsor: Turningpoint Healthcare Solutions, LLC
- Sponsor EIN: 464787338
- Sponsor Address: 1000 PRIMERA BLVD, SUITE 3160, LAKE MARY, FL, 32746
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $6.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 385 | $6.6M | $744,507 | $1.4M |
| 2023 | 403 | $3.9M | $717,256 | $1.3M |
| 2022 | 386 | $1.6M | $405,512 | $667,737 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT | RECORDKEEPER | $17,657 | — | $17,657 |
| DYATECH | CONTRACT ADMIN | $10,955 | — | $10,955 |
| WITHUMSMITH + BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH + BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,612
- Estimated Expense Ratio: 0.430% 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 | $29,744 | — | — | — | — |
| 2023 | $19,890 | — | — | — | — |
| 2022 | $3,752 | — | — | — | $3,752 |