Plan Ledger DOL Form 5500 · updated monthly

Turn Community Services401(k)

TURN COMMUNITY SERVICES 401(K) PLAN · SALT LAKE CITY, UT · plan year 2025

Reported admin expense ratio · 2025
0.66%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Turn Community Services reported $60,329 in plan administrative expenses for 2025: 0.66% of average plan assets, above the peer median. Employer contributions averaged $613 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Utah (473rd of 848), and 1,689th of 3,341 in other services. In 2025, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,664,782
Participants with balances180
Active participants273
Employer contributions$167,228
Employee contributions$456,722
Employer contribution per active participant$613
Average account balance$53,693
Benefits paid to participants$685,518
Plan auditUnmodified (clean) audit opinion
AuditorVALENTINE CPA, A PROFESSIONAL CORP
Plan history4
Yearassets · accounts · employer contribution
2025$9.7M · 180 accts · $167K emplr
2024$8.5M · 187 accts · $169K emplr
2023$7.4M · 194 accts · $173K emplr
2022$6.2M · 202 accts · $132K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$60,329
Total administrative$60,329
The Turn Community Services 401(k) match · 2025
Employer contribution per active participant$613
Median for plans this size$1,464
2025$613 per active participant
2024$626 per active participant
2023$621 per active participant
2022$480 per active participant

Turn Community Services's 2025 employer contribution ran below the $1,464 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$33,011
RESPONSIBLE ASSET MANAGEMENT LLC · Investment advisory (plan)$27,253

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$60,329 · 0.66%
2024$55,132 · 0.69%
2023$45,985 · 0.68%
2022$46,826 · 0.68%
Similar plansOther Services · Utah
Wasatch Academy UT$13.6M · 0.32%
The Elmore Group, LTD. UT$13.6M · 0.91%
Lube Management Corp UT$11.1M · 0.02%
Action Target, Inc. UT$10.8M · 0.70%
Odyssey House of Utah UT$7.6M · 1.00%
Cascade Services, Inc. UT$6.5M · 0.19%
Utah's Promise UT$4.6M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870303448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.