Plan Snapshot
- Plan Sponsor: Turner & Associates, INC.
- Sponsor EIN: 800445744
- Sponsor Address: PO BOX 2301, EDWARDS, CO, 81632
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $2.7M | $0 | $0 |
| 2023 | 5 | $3.0M | $14,739 | $53,069 |
| 2022 | 5 | $2.3M | $13,459 | $51,094 |