AUMdb

Turning Stone Enterprises, Llc 401 (K) Plan

Sponsored by Turning Stone Enterprises, Llc · EIN 061821494 · Plan #001 · Verona, NY

Total assets
$222M
Net assets
$222M
Active participants
6,878
With balances
3,309

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners, Llc Consulting (general) $50,377
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$56,760