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Original filing (PDF)20250924072908NAL0002890787001

TURN 14 DISTRIBUTION, INC.

Form 5500
FILING_RECEIVED
TURN 14 DISTRIBUTION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
593
Accounts w/ balance
301
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
Plan health score (directional)
87
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
  • 41 bps in Schedule C fees — modestly above peer band of 29 bps.
  • 51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURN 14 DISTRIBUTION, INC..
Plan sponsor
Name
TURN 14 DISTRIBUTION, INC.
EIN
20-1325018
Address
100 TOURNAMENT DR · SUITE 100 · HORSHAM, PA · 19044
Phone
(267) 468-0350
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK USA01-0233346RECORDKEEPER$35K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH13-5674085ADVISORS$35K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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