P 401(k) Plan Report

Stable plan record

TURNING POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by TURNING POINT ADVISORS LLC · EIN/PN 874771422-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,183
Administrative cost per participant
2025
$403
Active participants
2025
3
Total plan assets
2025
$140,580
Participant loans as a share of assets
2025
4.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260429091108NAL00172118240013$2,183
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.