Plan Snapshot
- Plan Sponsor: Turner Mining Group, LLC
- Sponsor EIN: 821005838
- Sponsor Address: 304 W. KIRKWOOD AVENUE, BLOOMINGTON, IN, 47404
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $4.6M
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 | 290 | $4.6M | $370,578 | $904,817 |
| 2023 | 176 | $3.4M | $231,222 | $657,477 |
| 2022 | 0 | $854,051 | $134,056 | $267,764 |
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 |
|---|---|---|---|---|
| CBIZ CPAS | Auditor | — | — | $0 |
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 | $11,271 | $4 | — | — | — |
| 2023 | $32,214 | — | — | — | — |
| 2022 | $5,957 | $5,741 | $216 | — | — |