# Turnberry Hospitality Management 401(k) Plan
Source: https://planprovider.pro/companies/turnberry-401k-plan-001

> Turnberry Hospitality Management's 401(k) plan: 626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Turnberry Hospitality Management

- **Sponsor EIN:** 522265252

- **Sponsor Address:** 19501 BISCAYNE BOULEVARD, AVENTURA, FL, 33180

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

- **Total Participants:** 626

- **Total Assets:** $11.7M

## 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|626|$11.7M|$855,536|$1.4M|

| 2023|565|$9.0M|$747,260|$1.3M|

| 2022|519|$5.7M|$412,977|$896,218|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,187|—|$7,187|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,686|—|$6,686|

| ROSEN GERSTLE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ROSEN GERSTLE](https://planprovider.pro/provider/gerstle-rosen-and-goldenberg-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,873

- **Estimated Expense Ratio:** 0.119% 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|$13,873|$7,187|—|—|—|

| 2023|$25,770|$5,239|—|—|—|

| 2022|$20,722|$3,416|—|—|—|

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