Turenne & Associates, LLC And Affiliates 401(K) Plan — Form 5500 plan (Turenne & Associates, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Turenne & Associates, LLC And Affiliates 401(K) Plan is a benefit plan reported by Turenne & Associates, LLC under EIN 63-1285595 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,018 participants and $25,869,092 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Turenne & Associates, LLC
EIN
63-1285595
Plan number
001
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
Participants
1,018
End-of-year plan assets
$25,869,092

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,018H, C20241015170903NAL0030446353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,869,092
Total liabilities (EOY)
$0
Net assets (EOY)
$25,869,092
Net assets (BOY)
$21,171,577

Income & contributions

Employer contributions
$664,448
Participant contributions
$1,361,761
Total contributions
$2,198,124
Total income / additions
$5,844,433

Expenses & distributions

Benefits paid
$1,091,781
Administrative expenses
$55,137
Total expenses
$1,146,918
Net increase / (decrease)
$4,697,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneascent Financial Services LLCINVESTMENT ADVISOR$35,902not reported in the loaded dataset2023
NationwideRECORDKEEPER$18,118$02023
Erisa Services, Inc.THIRD PARTY ADMINISTRATO$9,075not reported in the loaded dataset2023

Related Form 5500 pages