Turning Stone Enterprises 401(k) match, vesting and fees
What Turning Stone Enterprises' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Fustcharles LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 17 defined-contribution plans in public administration with 1,000 to 4,999 participants.
| Turning Stone Enterprises: employer contribution per participant | $1,728 | |
| Peer median | $1,505 |
| Turning Stone Enterprises: average balance | $67,215 | |
| Peer median | $35,263 |
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 $205M at the end of plan year 2021 to $222M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,582 | $222M | $5.7M | $1,728 | — | Not published | Form 5500 ↗ |
| 2023 | 7,425 | $196M | $5.4M | $1,639 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 4,810 | $160M | $5M | $1,720 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 4,425 | $205M | $4.8M | $1,600 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Turning Stone Enterprises match 401(k) contributions?
The match terms for the Turning Stone Enterprises, LLC 401 (K) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.7M in employer contributions, about $1,728 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Turning Stone Enterprises 401(k) match vested?
The vesting schedule for the Turning Stone Enterprises, LLC 401 (K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Turning Stone Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Turning Stone Enterprises,llc Employee Benefit Plan & Investment Comm.
I left Turning Stone Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Turning Stone Enterprises,llc Employee Benefit Plan & Investment Comm, (315) 361-7716) or the recordkeeper, Fidelity Investments Institutional. The Turning Stone Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Turning Stone Enterprises 401(k)
Data from the public Form 5500 annual reports Turning Stone Enterprises 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 Turning Stone Enterprises. Not financial advice. Report a correction · Methodology