Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolioTH
TURRELL FUND
EIN 22-1551936philanthropyLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
15
21 VAN VLECK ST - MONTCLAIR, NJ 070422373973-783-9358turrellfund.orgLinkedIn1-10 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EMPLOYEE DEFINED CONTRIBUTION PLAN OF TURRELL FUND
MoneyPurchase
Assets$689K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EMPLOYEE BENEFITS PLAN OF THE TURRELL FUND
403b
Assets$490K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EMPLOYEE DEFINED CONTRIBUTION PLAN OF TURRELL FUND | MoneyPurchase | $689K | 6 | 2024 | |
| 003 | EMPLOYEE BENEFITS PLAN OF THE TURRELL FUND | 403b | $490K | 9 | 2024 |
Retirement plans