# Turn Behavioral Health Services 401(k) Plan
Source: https://planprovider.pro/companies/turn-behavioral-health-services-953302967-001

> Turn Behavioral Health Services's 401(k) plan: 619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Turn Behavioral Health Services

- **Sponsor EIN:** 953302967

- **Sponsor Address:** 9465 FARNHAM STREET, SAN DIEGO, CA, 92123

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

- **Plan Number:** 001

- **Total Participants:** 619

- **Total Assets:** $22.1M

## 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|619|$22.1M|$1.1M|$1.4M|

| 2023|640|$20.4M|$1.1M|$1.1M|

| 2022|994|$18.6M|$1.1M|$918,789|

## 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|

| ADP, INC.|Recordkeeper|$30,774|—|$30,774|

| CORNERSTONE WEALTH ADVISORS, INC.|Investment Advisor|$11,934|—|$11,934|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,708

- **Estimated Expense Ratio:** 0.193% 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|$93,930|$20,799|—|—|—|

| 2023|$62,935|$32,845|—|—|—|

| 2022|$104,543|—|—|—|—|

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