Sponsor portfolio
TURNING POINT ADVISORS LLC
EIN 87-4771422Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$141K assets
Welfare
0
Participants
3
2024 W HENRIETTA RD STE 3F - ROCHESTER, NY 146231358585-315-6587
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TURNING POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $141K | 3 | 2025 |
Retirement plans