Plan Ledger DOL Form 5500 · updated monthly

Turnberry Solutions, Inc.401(k)

TURNBERRY SOLUTIONS 401(K) PROFIT SHARING PLAN · BLUE BELL, PA · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Turnberry Solutions, Inc. reported $51,112 in plan administrative expenses for 2025: 0.07% of average plan assets, below the peer median. Employer contributions averaged $1,660 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 3 years on file its reported administrative ratio fell from 0.17% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 585th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,899th of 11,654 in professional & technical services. In 2025, employees put in $5.19 for every $1.00 the employer contributed; active participation has shrunk from 1,099 to 956 since 2022.

Plan summary
Net assets, end of year$76,735,696
Participants with balances1,092
Active participants956
Employer contributions$1,587,347
Employee contributions$8,238,550
Employer contribution per active participant$1,660
Average account balance$70,271
Benefits paid to participants$8,062,883
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history4
Yearassets · accounts · employer contribution
2025$76.7M · 1,092 accts · $1.6M emplr
2024$61.4M · 1,248 accts · $1.5M emplr
2023$51.2M · 1,215 accts · $1.4M emplr
2022$38.8M · 1,214 accts · $338K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$51,112
Total administrative$51,112
The Turnberry Solutions, Inc. 401(k) match · 2025
Employer contribution per active participant$1,660
Median for plans this size$4,093
2025$1,660 per active participant
2024$1,559 per active participant
2023$1,381 per active participant
2022$307 per active participant

Turnberry Solutions, Inc.'s 2025 employer contribution ran below the $4,093 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 · 20251
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$267,219

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

Recordkeeper by year3
2025The Standard
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Turnberry Solutions, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$51,112 · 0.07%
2024$50,483 · 0.09%
2023$55,299 · 0.12%
2022$57,963 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Berger Montague PA$78.5M · 0.00%
Ecri Institute PA$78.1M · 0.04%
Employshare, Inc. PA$78.0M · 0.00%
Modjeski and Masters, Inc. PA$77.2M · 0.00%
Data Systems Analysts, Inc. PA$72.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233064919 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.