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  2. TURNER REALTORS TEAM, INC.
Sponsor portfolio

TURNER REALTORS TEAM, INC.

EIN 27-4363789-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
14
4601 NW BARNES RD. - PORTLAND, OR 97210503-936-7764
Plans on this EIN
2 filings
#001401k-$1.2M - 9 part#002CashBalance-$536K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • TURNER REALTORS 401(K) (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TURNER REALTORS 401(K) (#001)9
  • CASH BALANCE PLAN (#002)5
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TURNER REALTORS 401(K) PLAN

401k

Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TURNER TEAM CASH BALANCE PLAN

CashBalance

Assets$536K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TURNER REALTORS 401(K) PLAN401k$1.2M92024
002TURNER TEAM CASH BALANCE PLANCashBalance$536K52024
Retirement plans
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