Plan Snapshot
- Plan Sponsor: Turn Community Services
- Sponsor EIN: 870303448
- Sponsor Address: 423 WEST 800 SOUTH, SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 270 | $8.5M | $169,130 | $475,815 |
| 2023 | 279 | $7.4M | $173,300 | $455,164 |
| 2022 | 276 | $6.2M | $132,360 | $461,982 |
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 |
|---|---|---|---|---|
| VALENTINE AND CALDWELL CPAS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,132 | — | $55,132 | — | — |
| 2023 | $45,985 | — | $45,985 | — | — |
| 2022 | $46,826 | $46,826 | — | — | — |