Assets by plan
Share of aggregate retirement assets
Filings through .
Turtle Reef Holdings, LLC
EIN 26-0360411defense & spaceLatest filing 2025
Plans
3
Retirement
3
$11.3M assets
Health & Benefits
0
Participants
51
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $11.3M assets / 51 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
TURTLE REEF HOLDINGS, LLC RETIREMENT PLAN
Cash balance
Assets$5.9M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
TURTLE REEF HOLDINGS, LLC 401(K) PLAN
401(k)
Assets$4.6M
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TURTLE REEF HOLDINGS, LLC PROFIT SHARING PLAN
Profit-sharing
Assets$901K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | TURTLE REEF HOLDINGS, LLC RETIREMENT PLAN | Cash balance | $5.9M | 7 | 2025 |
| #001 | TURTLE REEF HOLDINGS, LLC 401(K) PLAN | 401(k) | $4.6M | 29 | 2025 |
| #002 | TURTLE REEF HOLDINGS, LLC PROFIT SHARING PLAN | Profit-sharing | $901K | 15 | 2025 |
- #003 · Cash balance · 20257
- #001 · 401(k) · 202529
- #002 · Profit-sharing · 202515
Retirement plans