# Turnberry Hospitality Management 401(k) Plan
Source: https://planprovider.pro/companies/turnberry-401k-plan-002

> Turnberry Hospitality Management's 401(k) plan: 303 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:** 251224466

- **Sponsor Address:** 19501 BISCAYNE BOULEVARD, SUITE 400, AVENTURA, FL, 33180

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

- **Total Participants:** 303

- **Total Assets:** $22.2M

## 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|303|$22.2M|$753,494|$1.2M|

| 2023|315|$19.3M|$647,759|$1.1M|

| 2022|267|$16.1M|$420,037|$908,349|

## 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|$14,800|—|$14,800|

| CAPFINANCIAL PARTNERS, LLC|BROKER/CONSULTANT|$12,360|—|$12,360|

| GERSTLE, ROSEN & GOLDENBERG, P.A.|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

- [GERSTLE, ROSEN & GOLDENBERG, P.A.](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:** $27,160

- **Estimated Expense Ratio:** 0.122% 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|$17,266|$14,800|—|—|—|

| 2023|$47,908|$14,463|—|—|—|

| 2022|$17,268|$11,963|—|—|—|

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