Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES R TURNER & COMPANY PROFIT-SHARING PLAN
EIN 54-1560216Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
4
8391 OLD COURTHOUSE RD STE 215 - VIENNA, VA 221823819703-506-0198
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M 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
JAMES R TURNER& COMPANY 401K PLAN
ProfitSharing
Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES R TURNER & COMPANY PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
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 | JAMES R TURNER& COMPANY 401K PLAN | ProfitSharing | $1.7M | 2 | 2024 | |
| 001 | JAMES R TURNER & COMPANY PROFIT SHARING PLAN | ProfitSharing | $1.2M | 2 | 2024 |
Retirement plans