Turnbull Law Group 401(k) match, vesting and fees
What Turnbull Law Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Hallowell 401(k) Assurance, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Turnbull Law Group: employer contribution per participant | $935 | |
| Peer median | $1,803 |
| Turnbull Law Group: average balance | $7,641 | |
| Peer median | $48,934 |
| Turnbull Law Group: admin expenses ÷ assets | 1.86% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $337K at the end of plan year 2021 to $940K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 129 | $940K | $115K | $935 | 1.86% | Not published | Form 5500 ↗ |
| 2023 | 181 | $700K | $69K | $406 | 1.39% | Not published | Form 5500 ↗ |
| 2022 | 151 | $458K | $53K | $373 | 1.24% | Not published | 5500-SF ↗ |
| 2021 | 116 | $337K | $40K | $360 | 1.33% | Not published | 5500-SF ↗ |
Common questions
Does Turnbull Law Group match 401(k) contributions?
The match terms for the Turnbull Law Group LLC 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $115K in employer contributions, about $935 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Turnbull Law Group 401(k) match vested?
The vesting schedule for the Turnbull Law Group LLC 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Turnbull Law Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is Turnbull Law Group LLC.
I left Turnbull Law Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Turnbull Law Group LLC, (602) 935-5686) or the recordkeeper, Paychex, Inc.. The Turnbull Law Group old 401(k) page lists the contacts from every plan filing. Find an old Turnbull Law Group 401(k)
Data from the public Form 5500 annual reports Turnbull Law Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Turnbull Law Group. Not financial advice. Report a correction · Methodology