Sponsor portfolio
TURNING POINT WEALTH
EIN 87-2386077financial servicesLatest filing 2025
Plans
2
Retirement
1
$22K assets
Welfare
1
Participants
2
23550 CENTER RIDGE RD, SUITE 204 - WESTLAKE, OH 44145440-552-0168turningpointwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TURNING POINT WEALTH 401(K) PROFIT SHARING PLAN
401k
Assets$22K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
TURNING POINT WEALTH SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TURNING POINT WEALTH 401(K) PROFIT SHARING PLAN | 401k | $22K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TURNING POINT WEALTH SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans