AUMdb

Turningpoint Healthcare Solutions, Llc 401(k) Plan

Sponsored by Turningpoint Healthcare Solutions, Llc · EIN 464787338 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
385
With balances
255

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Synovus Securities, Inc. CRD 14023 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capital Group Retirement Recordkeeping fees $17,657
Dyatech Investment advisory (plan), Contract administrator $10,955
Synovus Securities Inc Investment advisory (plan) $3,871