Turnaround Management Association 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Turnaround Management Association
  • Sponsor EIN: 561596880
  • Sponsor Address: 300 S WACKER DRIVE SUITE 2400, CHICAGO, IL, 60606
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $1.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$1.4M$44,615$91,725
202312$1.2M$51,190$112,023
20229$1.8M$58,823$134,774

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