Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TURNKEY FINANCIAL SOLUTIONS, INC
EIN 46-5306058financial servicesLatest filing 2024
Plans
2
Retirement
2
$645K assets
Welfare
0
Participants
4
33170 ALVARADO-NILES RD. #1659 - UNION CITY, CA 94587408-791-2700turnkeyfinancial.solutionsLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $645K assets / 4 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
TURNKEY FINANCIAL SOLUTIONS, INC CASH BALANCE PLAN
CashBalance
Assets$367K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TURNKEY FINANCIAL SOLUTIONS, INC 401(K) PLAN
401k
Assets$278K
Participants2
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 | TURNKEY FINANCIAL SOLUTIONS, INC CASH BALANCE PLAN | CashBalance | $367K | 2 | 2024 | |
| 001 | TURNKEY FINANCIAL SOLUTIONS, INC 401(K) PLAN | 401k | $278K | 2 | 2024 |
Retirement plans