401k Record

Employers › Turelk

Turelk 401(k)

Recordkeeping fees per participant · The Turelk, Inc. Profit Sharing/401(k) Plan · plan year 2023

$46.01

Higher than 39% of the 13,318 plans $10 to 50M that report it.

Source

= $4,555 / 99
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250417001429NAL0000624160001, received 2025-04-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250417001429NAL0000624160001, received 2025-04-17

10th: $8.38median $71.1390th: $189.70

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-07-01 to 2024-06-30, filing received 2025-04-17.

Cost and contributions

Administrative expenses excluding investment management, per participant

$46.01

10th: $12.50median $105.8490th: $309.83

Higher than 27% of the 23,494 plans $10 to 50M that report it.

Source

= $4,555 / 99
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250417001429NAL0000624160001, received 2025-04-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250417001429NAL0000624160001, received 2025-04-17

Administrative expenses per participant

$476.41

10th: $21.83median $171.6490th: $417.48

Higher than 93% of the 24,286 plans $10 to 50M that report it.

Source

= $47,165 / 99
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250417001429NAL0000624160001, received 2025-04-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250417001429NAL0000624160001, received 2025-04-17

Administrative expenses as a share of assets

0.241%

10th: 0.029%median 0.269%90th: 0.572%

Higher than 45% of the 24,321 plans $10 to 50M that report it.

Source

= $47,165 / $19,586,667
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250417001429NAL0000624160001, received 2025-04-17
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250417001429NAL0000624160001, received 2025-04-17

Employer contributions per participant

$1,482

10th: $655median $2,02590th: $4,780

Higher than 33% of the 23,376 plans $10 to 50M that report it.

Source

= $146,713 / 99
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250417001429NAL0000624160001, received 2025-04-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250417001429NAL0000624160001, received 2025-04-17

Employer share of total contributions

15.2%

10th: 13.2%median 28.1%90th: 46.4%

Higher than 13% of the 23,409 plans $10 to 50M that report it.

Source

= $146,713 / $963,269
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250417001429NAL0000624160001, received 2025-04-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250417001429NAL0000624160001, received 2025-04-17

Plan terms, as stated in Turelk, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250417001429NAL0000624160001, received 2025-04-17

Full record, The Turelk, Inc. Profit Sharing/401(k) Plan

FieldValueSource
Plan sponsorTURELK, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250417001429NAL0000624160001, received 2025-04-17
Plan nameTHE TURELK, INC. PROFIT SHARING/401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250417001429NAL0000624160001, received 2025-04-17
Sponsor EIN / plan number95-3266678 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250417001429NAL0000624160001, received 2025-04-17
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250417001429NAL0000624160001, received 2025-04-17
Sponsor locationLONG BEACH, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250417001429NAL0000624160001, received 2025-04-17
Industry (business code)236200, ConstructionForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250417001429NAL0000624160001, received 2025-04-17
Plan year2023-07-01 to 2024-06-30Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250417001429NAL0000624160001, received 2025-04-17
Filing received2025-04-17Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250417001429NAL0000624160001, received 2025-04-17
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250417001429NAL0000624160001, received 2025-04-17
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250417001429NAL0000624160001, received 2025-04-17
Participants, beginning of year126Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250417001429NAL0000624160001, received 2025-04-17
Active participants71Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250417001429NAL0000624160001, received 2025-04-17
Participants, end of year101Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250417001429NAL0000624160001, received 2025-04-17
Participants with an account balance99Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250417001429NAL0000624160001, received 2025-04-17
Total assets, beginning of year$19,889,527Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250417001429NAL0000624160001, received 2025-04-17
Total assets, end of year$19,586,667Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250417001429NAL0000624160001, received 2025-04-17
Net assets, end of year$19,586,667Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250417001429NAL0000624160001, received 2025-04-17
Total income$3,573,903Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250417001429NAL0000624160001, received 2025-04-17
Net income$-214,260Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250417001429NAL0000624160001, received 2025-04-17
Employer contributions$146,713Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250417001429NAL0000624160001, received 2025-04-17
Participant contributions$683,990Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250417001429NAL0000624160001, received 2025-04-17
Other contributions (incl. rollovers)$132,566Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250417001429NAL0000624160001, received 2025-04-17
Total contributions$963,269Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250417001429NAL0000624160001, received 2025-04-17
Benefit payments$3,740,998Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250417001429NAL0000624160001, received 2025-04-17
Total expenses (incl. benefit payments)$3,788,163Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250417001429NAL0000624160001, received 2025-04-17
Total administrative expenses$47,165Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250417001429NAL0000624160001, received 2025-04-17
Recordkeeping fees$4,555Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250417001429NAL0000624160001, received 2025-04-17
Investment advisory and management fees$42,610Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250417001429NAL0000624160001, received 2025-04-17
Administrative expenses excluding investment management$4,555derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250417001429NAL0000624160001, received 2025-04-17
Held in mutual funds$18,756,233Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250417001429NAL0000624160001, received 2025-04-17
Independent auditorWITHUMSMITH & BROWN, P.C.Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250417001429NAL0000624160001, received 2025-04-17

Position = column in the DOL layout for form year 2023. Filing 20250417001429NAL0000624160001, received 2025-04-17.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
UBS FINANCIAL SERVICES, INC.BROKER 22 Insurance agents and brokers; 23 Insurance services; 53 Insurance brokerage commissions and fees; 16 Consulting (general) $42,610no
TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees $4,555yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250417001429NAL0000624160001, received 2025-04-17.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

Alerts, claims and corrections

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Sponsor name as filed: TURELK, INC.; SEC registrant: Turelk, Inc. (CIK 1803620, matched by EIN).