AUMdb

Turn Behavioral Health Services Retirement Plan

Sponsored by Turn Behavioral Health Services · EIN 953302967 · Plan #001

Total assets
$22.1M
Net assets
$22.1M
Active participants
619
With balances
1,164

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $30,774
Cornerstone Wealth Advisors, Inc. Recordkeeping, Trustee (institutional), Other services $11,934
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0