Turnberry Solutions, Inc.'s EIN is 23-3064919.
Download the official 2024 Form 5500 (PDF) for Turnberry Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Turnberry Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $179K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $60.1M | 97.8% | |
| Standard Insurance Company Fidelity Large Cap Growth Index | Mutual Funds | — | — | $11.8M | 19.2% | |
| Standard Insurance Company Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $10.2M | 16.6% | |
| Standard Insurance Company Fidelity Large Cap Value Index | Mutual Funds | — | — | $9.9M | 16.2% | |
| Standard Insurance Company Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $4.6M | 7.4% | |
| Standard Insurance Company Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $4.6M | 7.4% | |
| Standard Insurance Company Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $3.1M | 5.0% | |
| Standard Insurance Company Fidelity Advisory Total Bond I | Mutual Funds | — | — | $3.0M | 4.9% | |
| Standard Insurance Company Securian Advantus S&P 500 Index | Common Collective Trusts | — | — | $2.5M | 4.1% | |
| Standard Insurance Company JP Morgan Large Cap Growth | Common Stocks | — | — | $2.2M | 3.6% | |
| Standard Insurance Company Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.9M | 3.1% | |
| Standard Insurance Company BlackRock Strategic Income Opps Ins | Common Stocks | — | — | $1.8M | 3.0% | |
| Standard Insurance Company Columbia Global Tech Growth | Common Stocks | — | — | $1.0M | 1.7% | |
| Standard Insurance Company Minnesota Life Guaranteed Return Account | Common Stocks | — | — | $952K | 1.5% | |
| Standard Insurance Company Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $802K | 1.3% | |
| Standard Insurance Company Columbia Contrarian Core | Common Stocks | — | — | $762K | 1.2% | |
| Standard Insurance Company DFA US Large Cap Value I | Mutual Funds | — | — | $505K | 0.8% | |
| Standard Insurance Company Dodge & Cox International Stock | Mutual Funds | — | — | $500K | 0.8% | |
| Participant loans * Participants 4.25% to 10.50%; maturing through 2053 | Bonds / Notes | — | — | $377K | 0.6% | |
| Standard Insurance Company Fidelity Emerging Markets Index | Mutual Funds | — | — | $363K | 0.6% | |
| Standard Insurance Company DFA Global RE Security Prt | Mutual Funds | — | — | $227K | 0.4% | |
| Standard Insurance Company DFA Inflation-Protected Securities | Mutual Funds | — | — | $211K | 0.3% | |
| Standard Insurance Company DFA International Small Company I | Mutual Funds | — | — | $160K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
