# Turnbull Law Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/turnbull-law-group-llc-401k-plan

> Turnbull Law Group LLC's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hallowell-401k-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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/turnbull-law-group-llc-401k-plan)

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