# Turnbull & Asser (Usa) LLC 401(k) Plan
Source: https://planprovider.pro/companies/turnbull-asser-usa-llc-401k-plan

> Turnbull & Asser (Usa) LLC's 401(k) plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Turnbull & Asser (Usa) LLC

- **Sponsor EIN:** 061458400

- **Sponsor Address:** 53 GREENWICH AVE., GREENWICH, CT, 06830

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

- **Total Participants:** 30

- **Total Assets:** $4.0M

## 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|30|$4.0M|$52,775|$197,735|

| 2023|31|$4.2M|$40,616|$181,377|

| 2022|29|$3.4M|$37,173|$159,609|

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