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TURNING POINT ADVISORS, LLC

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Entity Number 6392866

Status Active

NameTURNING POINT ADVISORS, LLC

CountyMonroe

Date of registration 02 Feb 2022 (3 years ago)

Legal typeDOMESTIC LIMITED LIABILITY COMPANY

Place of FormationNew York

Address Brighton Campus Park, 2024 W. Henrietta Rd, Suite 3F, Brighton, NY, United States, 14623

Address ZIP code 14623

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants File

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 plan2023-01-01
Business code523900
Sponsor’s telephone number5853156587
Plan sponsor’s address2024 W HENRIETTA RD - STE 3F, ROCHESTER, NY, 146231355

Signature of

RolePlan administrator
Date2024-06-10
Name of individual signingJENNIFER 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: 01 Aug 2024

Sources: Companies info , Historical Data , Complaints , Contacts