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Original filing (PDF)20251013130617NAL0001359569001
TURNING TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
TURNING TECH, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
280
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURNING TECHNOLOGIES, LLC.
Plan sponsor
Name
TURNING TECHNOLOGIES, LLC
EIN
01-0571988
Address
6000 MAHONING AVE · SUITE 254 · YOUNGSTOWN, OH · 44515
Phone
(234) 222-6887
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $23K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $9K | — |
Investments
27 direct securities· $19.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.5M | 17.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.8M | 14.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.4M | 12.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.3M | 11.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.9M | 9.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.8M | 9.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $871K | 4.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $791K | 4.0% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $707K | 3.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $707K | 3.6% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $387K | 2.0% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 472 Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $230K | 1.2% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $182K | 0.9% | |
| American Funds Bond Fund of Amer R6 American Funds 0 | — | — | — | $158K | 0.8% | |
| MFS International Growth R6 MFS 0 | — | — | — | $136K | 0.7% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $129K | 0.7% | |
| American Century Mid Cap Value R6 American Century 0 | — | — | — | $116K | 0.6% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $112K | 0.6% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $104K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $74K | 0.4% | |
| American Funds New World R6 American Funds 0 | — | — | — | $49K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $30K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $28K | 0.1% | |
| DFA Inflation-Protected Sec Port I DFA 0 | — | — | — | $28K | 0.1% | |
| Fidelity International Index Fidelity 0 | — | — | — | $19K | <0.1% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $16K | <0.1% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $7K | <0.1% |
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