Plan Ledger DOL Form 5500 · updated monthly

Turning Stone Enterprises, LLC401(k)

ONEIDA NATION ENTERPRISES, LLC 401(K) PLAN · VERONA, NY · plan year 2024

Employer contribution per participant · 2024
$831

Turning Stone Enterprises, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $222,413,042 across 3,309 participant accounts, with employer contributions averaging $831 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other public administration employers. By assets it is the 426th-largest of 5,648 plans among New York employers on file, and the 3rd of 90 in public administration. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has grown from 4,125 to 6,878 since 2022.

Plan summary
Net assets, end of year$222,413,042
Participants with balances3,309
Active participants6,878
Employer contributions$5,717,185
Employee contributions$9,983,575
Employer contribution per active participant$831
Average account balance$67,215
Benefits paid to participants$18,257,124
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$222.4M · 3,309 accts · $5.7M emplr
2023$195.7M · 3,281 accts · $5.4M emplr
2022$159.7M · 2,911 accts · $5.0M emplr
The Turning Stone Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$831
Median for plans this size$3,635
2024$831 per active participant
2023$803 per active participant
2022$1,214 per active participant

Turning Stone Enterprises, LLC's 2024 employer contribution ran below the $3,635 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.

Service providers · 20242
CAPFINANCIAL PARTNERS, LLC · Consulting$50,377
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$43,639 · 0.02%
2022$1,764 · 0.00%
Same employer
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Pcaob DC$682.4M · 0.01%
Salt River Materials Group AZ$89.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061821494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.