Plan Ledger DOL Form 5500 · updated monthly

Turning Point Community Programs401(k)

TURNING POINT COMMUNITY PROGRAMS 401(K) RETIREMENT PLAN · RANCHO CORDOVA, CA · plan year 2024

Reported admin expense ratio · 2024
0.82%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Turning Point Community Programs reported $194,048 in plan administrative expenses for 2024: 0.82% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,276 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.82%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,083rd-largest of 9,483 plans among California employers on file, and the 3,145th of 11,911 in health care & social assistance. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 688 to 934 since 2022.

Plan summary
Net assets, end of year$25,165,956
Participants with balances1,006
Active participants934
Employer contributions$1,191,349
Employee contributions$1,915,599
Employer contribution per active participant$1,276
Average account balance$25,016
Benefits paid to participants$3,233,840
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 1,006 accts · $1.2M emplr
2023$22.4M · 868 accts · $777K emplr
2022$18.7M · 858 accts · $806K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$194,048
Total administrative$194,048
The Turning Point Community Programs 401(k) match · 2024
Employer contribution per active participant$1,276
Median for plans this size$2,416
2024$1,276 per active participant
2023$1,003 per active participant
2022$1,172 per active participant

Turning Point Community Programs's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$182,759
ASCENSUS · Other services · Contract administrator$11,288
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$194,048 · 0.82%
2023$162,695 · 0.79%
2022$165,483 · 0.81%
Same employer
Similar plansHealth Care & Social Assistance · California
Vep Healthcare, Inc. CA$25.8M · 0.19%
Manos Home Care CA$25.3M · 0.00%
Congress Associates, Inc. CA$25.1M · 0.20%
Sac Health System CA$25.1M · 0.87%
Foothill Family Service CA$24.8M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942609766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.