Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $817K assets / 64 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TURNKEY MARKETING 401(K) PLAN | Profit-sharing | $560K | 45 | 2025 |
| #002 | TURNKEY MARKETING CASH BALANCE PLAN | Cash balance | $257K | 19 | 2025 |