Plan Snapshot
- Plan Sponsor: Turning Stone Enterprises, LLC
- Sponsor EIN: 061821494
- Sponsor Address: 5218 PATRICK ROAD, VERONA, NY, 13478
- Plan Type: 401(k)
- Total Participants: 6,878
- Total Assets: $222.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,878 | $222.4M | $5.7M | $10.0M |
| 2023 | 6,699 | $195.7M | $5.4M | $9.2M |
| 2022 | 4,125 | $159.7M | $5.0M | $8.5M |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES LLP — 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 | -$6,383 | — | — | — | — |
| 2023 | $43,639 | $113,513 | — | — | — |
| 2022 | $1,764 | — | — | — | — |