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Sponsor portfolio

TURNING POINTE PROPERTIES, INC.

EIN 20-3731899-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
9
PO BOX 60456 - IRVINE, CA 92602714-402-4212
Plans on this EIN
2 filings
#001TraditionalDB-$2.0M - 4 part#002401k-$506K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DEFINED BENEFIT PLAN (#001)80%
  • PROFIT SHARING PLAN (#002)20%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • DEFINED BENEFIT PLAN (#001)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TURNING POINTE PROPERTIES, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TURNING POINTE PROPERTIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$506K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TURNING POINTE PROPERTIES, INC. DEFINED BENEFIT PLANTraditionalDB$2.0M42024
002TURNING POINTE PROPERTIES, INC. 401(K) PROFIT SHARING PLAN401k$506K52024
Retirement plans
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