401k Record

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TurningPoint Healthcare Solutions 401(k)

Recordkeeping fees per participant · Turningpoint Healthcare Solutions, LLC 401(k) Plan · plan year 2024

$116.64

Higher than 68% of the 7,477 plans $1 to 10M that report it.

Source

= $29,744 / 255
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911122709NAL0000492705001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911122709NAL0000492705001, received 2025-09-11

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-11.

Cost and contributions

Administrative expenses excluding investment management, per participant

$116.64

10th: $13.66median $103.3390th: $302.77

Higher than 55% of the 14,713 plans $1 to 10M that report it.

Source

= $29,744 / 255
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911122709NAL0000492705001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911122709NAL0000492705001, received 2025-09-11

Administrative expenses per participant

$116.64

10th: $19.42median $150.2790th: $370.75

Higher than 41% of the 15,210 plans $1 to 10M that report it.

Source

= $29,744 / 255
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911122709NAL0000492705001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911122709NAL0000492705001, received 2025-09-11

Administrative expenses as a share of assets

0.447%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 43% of the 15,243 plans $1 to 10M that report it.

Source

= $29,744 / $6,646,913
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911122709NAL0000492705001, received 2025-09-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911122709NAL0000492705001, received 2025-09-11

Employer contributions per participant

$2,920

10th: $357median $1,32390th: $2,861

Higher than 91% of the 13,342 plans $1 to 10M that report it.

Source

= $744,507 / 255
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911122709NAL0000492705001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911122709NAL0000492705001, received 2025-09-11

Employer share of total contributions

29.1%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 51% of the 13,370 plans $1 to 10M that report it.

Source

= $744,507 / $2,559,058
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911122709NAL0000492705001, received 2025-09-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911122709NAL0000492705001, received 2025-09-11

Plan terms, as stated in TurningPoint Healthcare Solutions, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250911122709NAL0000492705001, received 2025-09-11

Full record, Turningpoint Healthcare Solutions, LLC 401(k) Plan

FieldValueSource
Plan sponsorTURNINGPOINT HEALTHCARE SOLUTIONS, LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250911122709NAL0000492705001, received 2025-09-11
Plan nameTURNINGPOINT HEALTHCARE SOLUTIONS, LLC 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250911122709NAL0000492705001, received 2025-09-11
Sponsor EIN / plan number46-4787338 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250911122709NAL0000492705001, received 2025-09-11
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250911122709NAL0000492705001, received 2025-09-11
Sponsor locationLAKE MARY, FLForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250911122709NAL0000492705001, received 2025-09-11
Industry (business code)524290, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250911122709NAL0000492705001, received 2025-09-11
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250911122709NAL0000492705001, received 2025-09-11
Filing received2025-09-11Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250911122709NAL0000492705001, received 2025-09-11
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250911122709NAL0000492705001, received 2025-09-11
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250911122709NAL0000492705001, received 2025-09-11
Participants, beginning of year451Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250911122709NAL0000492705001, received 2025-09-11
Active participants385Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250911122709NAL0000492705001, received 2025-09-11
Participants, end of year444Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250911122709NAL0000492705001, received 2025-09-11
Participants with an account balance255Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911122709NAL0000492705001, received 2025-09-11
Total assets, beginning of year$3,883,102Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250911122709NAL0000492705001, received 2025-09-11
Total assets, end of year$6,646,913Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911122709NAL0000492705001, received 2025-09-11
Net assets, end of year$6,646,913Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250911122709NAL0000492705001, received 2025-09-11
Total income$3,448,761Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250911122709NAL0000492705001, received 2025-09-11
Net income$2,763,811Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250911122709NAL0000492705001, received 2025-09-11
Employer contributions$744,507Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911122709NAL0000492705001, received 2025-09-11
Participant contributions$1,384,676Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250911122709NAL0000492705001, received 2025-09-11
Other contributions (incl. rollovers)$429,875Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250911122709NAL0000492705001, received 2025-09-11
Total contributions$2,559,058Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911122709NAL0000492705001, received 2025-09-11
Benefit payments$629,460Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250911122709NAL0000492705001, received 2025-09-11
Total expenses (incl. benefit payments)$684,950Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250911122709NAL0000492705001, received 2025-09-11
Total administrative expenses$29,744Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911122709NAL0000492705001, received 2025-09-11
Recordkeeping fees$29,744Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911122709NAL0000492705001, received 2025-09-11
Administrative expenses excluding investment management$29,744derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911122709NAL0000492705001, received 2025-09-11
Held in mutual funds$6,646,913Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250911122709NAL0000492705001, received 2025-09-11
Independent auditorWITHUMSMITH + BROWN, PCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250911122709NAL0000492705001, received 2025-09-11

Position = column in the DOL layout for form year 2024. Filing 20250911122709NAL0000492705001, received 2025-09-11.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
CAPITAL GROUP RETIREMENTrecordkeeperRECORDKEEPER 64 Recordkeeping fees $17,657yes
DYATECHCONTRACT ADMIN 27 Investment advisory (plan); 13 Contract administrator $10,955no
SYNOVUS SECURITIES INCINVESTMENT ADVISOR 27 Investment advisory (plan) $3,871no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250911122709NAL0000492705001, received 2025-09-11.

What changed since the 2023 plan year

Figure20232024Change
Total assets$3,883,102$6,646,91371.2%
Participants with a balance22925511.4%
Administrative expenses$19,890$29,74449.5%
Recordkeeping fees per participant$86.86$116.6434.3%
Employer contributions$717,256$744,5073.8%

Prior filing 20241014155641NAL0013581715001, received 2024-10-14; the plan years are contiguous.

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Sponsor name as filed: TURNINGPOINT HEALTHCARE SOLUTIONS, LLC; SEC registrant: TurningPoint Healthcare Solutions, LLC (CIK 1713470, matched by EIN).