Plan Snapshot
- Plan Sponsor: Turnbull Law Group LLC
- Sponsor EIN: 824062925
- Sponsor Address: 2114 S FREEDOM WAY, TEMPE, AZ, 85281
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $939,781
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. |
|---|---|---|---|---|
| 2024 | 114 | $939,781 | $114,983 | $235,860 |
| 2023 | 109 | $707,449 | $69,024 | $175,057 |
| 2022 | 142 | $458,009 | $52,990 | $146,823 |
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 |
|---|---|---|---|---|
| HALLOWELL 401(K) ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HALLOWELL 401(K) ASSURANCE, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $15,247 | $1,241 | $7,908 | — | — |
| 2023 | $8,018 | $932 | $7,086 | — | — |
| 2022 | — | — | — | — | — |