Plan Snapshot
- Plan Sponsor: Turn Key Realty LLC
- Sponsor EIN: 412139807
- Sponsor Address: 720 FAYETTE ST., CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 74
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 74 | $2.6M | $0 | $0 |
| 2024 | 53 | $2.3M | $171,776 | $292,233 |
| 2023 | 78 | $1.9M | $212,242 | $327,666 |
| 2022 | 80 | $1.2M | $222,195 | $395,541 |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.303% 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 |
|---|---|---|---|---|---|
| 2025 | $401,348 | $140 | $7,625 | $8,000 | — |
| 2024 | $2,671 | $156 | $2,115 | — | — |
| 2023 | $104,880 | — | — | — | — |
| 2022 | $7,352 | — | — | — | — |