# Turning Stone Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/turning-stone-enterprises-llc-formerly-oneida-nation-enterprises-llc-401k-plan

> Turning Stone Enterprises, LLC's 401(k) plan: 6,878 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAPFINANCIAL PARTNERS, LLC|CONSULTANT|$50,377|—|$50,377|

| FUSTCHARLES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FUSTCHARLES LLP](https://planprovider.pro/provider/fustcharles-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,377

- **Estimated Expense Ratio:** 0.023% of plan assets

### 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|—|—|—|—|

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