Turenne & Associates, Llc And Affiliates 401(k) Plan
Sponsored by Turenne & Associates, Llc · EIN 631285595 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 622
- With balances
- 869
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oneascent Financial Services Llc CRD 284549 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leafhouse Financial | Recordkeeping, Custodial (securities) | $12,852 |
| Oneascent Financial Services Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |
| Erisa Services, Inc. | Plan administrator | $0 |