AUMdb

Turn Community Services 401(k) Plan

Sponsored by Turn Community Services · EIN 870303448 · Plan #003

Total assets
$8.5M
Net assets
$8.5M
Active participants
270
With balances
187

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

Linked investment advisers

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

Firm Match Plan year
Responsible Asset Management, Llc. CRD 123398 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $29,716
Responsible Asset Management Llc Investment advisory (plan) $25,267