# Turken Heath &amp; Mccauley LLP 401(k) Plan
Source: https://planprovider.pro/companies/turken-heath-mccauley-llp-401k-plan

> Turken Heath &amp; Mccauley LLP&#39;s 401(k) plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Turken Heath & Mccauley LLP

- **Sponsor EIN:** 461505939

- **Sponsor Address:** 84 BUSINESS PARK DRIVE, ARMONK, NY, 10504

- **Plan Type:** 401(k)

- **Total Participants:** 25

- **Total Assets:** $5.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|25|$5.9M|$493,392|$262,555|

| 2023|20|$4.4M|$285,139|$189,352|

| 2022|21|$3.4M|$279,082|$183,537|

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