# Turn 5, INC. 401(k) Plan
Source: https://planprovider.pro/companies/turn-5-inc-401k-plan

> Turn 5, INC.&#39;s 401(k) plan: 482 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Turn 5, INC.

- **Sponsor EIN:** 043685571

- **Sponsor Address:** 600 CEDAR HOLLOW ROAD, PAOLI, PA, 19301

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

- **Total Participants:** 482

- **Total Assets:** $21.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|482|$21.0M|$742,338|$1.3M|

| 2023|485|$18.5M|$701,884|$1.4M|

| 2022|515|$11.2M|$641,464|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE VANGUARD GROUP, INC.|NONE|$44,774|—|$44,774|

| CORNERSTONE INSTITUTIONAL INVESTORS|NONE|$39,965|—|$39,965|

| TORRILLO & ASSOCIATES,LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [TORRILLO & ASSOCIATES,LLC](https://planprovider.pro/provider/torrillo-and-associates-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $84,739

- **Estimated Expense Ratio:** 0.404% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$84,739|$39,965|$44,774|—|—|

| 2023|$81,261|$32,627|$48,634|—|—|

| 2022|$65,513|$26,525|$38,988|—|—|

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