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TURNING POINT ADVISORS, LLC

Company Details

Name: TURNING POINT ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 02 Feb 2022 (3 years ago)
Entity Number: 6392866
ZIP code: 14623
County: Monroe
Place of Formation: New York
Address: Brighton Campus Park, 2024 W. Henrietta Rd, Suite 3F, Brighton, NY, United States, 14623

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TURNING POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 874771422 2024-06-10 TURNING POINT ADVISORS LLC 3
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Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 5853156587
Plan sponsor’s address 2024 W HENRIETTA RD - STE 3F, ROCHESTER, NY, 146231355

Signature of

Role Plan administrator
Date 2024-06-10
Name of individual signing JENNIFER MOSS

DOS Process Agent

Name Role Address
Turning Point Advisors, LLC DOS Process Agent Brighton Campus Park, 2024 W. Henrietta Rd, Suite 3F, Brighton, NY, United States, 14623

Filings

Filing Number Date Filed Type Effective Date
220411001089 2022-04-11 CERTIFICATE OF PUBLICATION 2022-04-11
220202000547 2022-02-02 ARTICLES OF ORGANIZATION 2022-02-02

Date of last update: 20 Nov 2024

Sources: New York Secretary of State