Turnipseed & Roe, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Turnipseed & Roe, LLC
  • Sponsor EIN: 263941562
  • Sponsor Address: 601 HELEN KELLER BLVD., TUSCALOOSA, AL, 35404
  • Plan Type: 401(k)
  • Total Participants: 56
  • Total Assets: $4.7M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202456$4.7M$36,277$65,031
202351$4.1M$50,305$85,142
202246$3.5M$49,151$93,656

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