Plan Ledger DOL Form 5500 · updated monthly

Turning Point of Central CaliforniaMoney purchase plan

TPOCC 401(A) PLAN · VISALIA, CA · plan year 2022

Reported admin expense ratio · 2022
1.00%

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

Turning Point of Central California reported $110,516 in plan administrative expenses for 2022: 1.00% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,767 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other public administration employers. By assets it is among the smaller plans on file in California (5,062nd of 9,483), and 46th of 90 in public administration.

Plan summary
Net assets, end of year$11,618,028
Participants with balances814
Active participants644
Employer contributions$1,138,010
Employee contributions—
Employer contribution per active participant$1,767
Average account balance$14,273
Benefits paid to participants$743,097
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$71,896
Investment management$38,620
Total administrative$110,516
Employer contributions to the Turning Point of Central California plan · 2022
Employer contribution per active participant$1,767
Median for plans this size$2,266

Turning Point of Central California's 2022 employer contribution ran below the $2,266 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$110,516 · 1.00%
Similar plansPublic Administration · California
Tachi Yokut Tribe CA$51.1M · 0.07%
Redding Rancheria CA$25.6M · 0.06%
Jvs Socal CA$1.1M · 1.32%
Bishop Paiute Tribe CA$824K · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941719862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.