How big is TURO Inc.'s plan?

TURO Inc.'s plan reported $47.8M in assets and 785 participants for 2024.

Original filing (PDF)20250922183215NAL0007048035001

TURO Inc.

Name: TURO Inc. — TURO Retirement Plan, Form 5500 (2024)
Creator: TURO Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TURO Retirement Plan

401(k) retirement plan · TURO Inc.'s TURO Retirement Plan held $47.8M in plan assets for 785 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

785

Accounts w/ balance

883

Plan assets (EOY)

$47.8M

Net assets (EOY)

$47.8M

People on this filing

Jennifer Schultz signed TURO Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Schultz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TURO Inc.'s EIN is 27-0729479.

EIN 27-0729479

Plan number 001

Plan year 2024

ACK ID 20250922183215NAL0007048035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TURO Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TURO Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 273K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

TURO INC.

EIN

all filings

Address

111 SUTTER STREET · 12TH FLOOR · SAN FRANCISCO, CA · 94104

Phone

(650) 279-5133

Industry

Professional & Technical Services

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

2025-09-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$16K	—

Investments

33 direct securities· $47.8M(100% of reported assets)

Mutual Funds

$30.3M

19 holdings

Common Collective Trusts

$15.2M

7 holdings

Other securities

$1.7M

6 holdings

Bonds / Notes

$513K

1 holding

					% of plan
Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$6.9M	14.5%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$6.8M	14.1%
Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$5.9M	12.3%
Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$5.7M	11.8%
Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$3.5M	7.3%
Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$2.7M	5.8%
Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$2.2M	4.6%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$1.9M	3.9%
Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$1.8M	3.8%
Fidelity International Index Fund	Common Collective Trusts	—	—	$1.3M	2.8%
Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$1.0M	2.2%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$889K	1.9%
Dodge & Cox Dodge & Cox Stock Fund	Mutual Funds	—	—	$809K	1.7%
Voya Intermediate Bond Fund	Other securities	—	—	$793K	1.7%
Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$656K	1.4%
Fidelity Small Cap Income Fund	Mutual Funds	—	—	$644K	1.3%
Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$635K	1.3%
Calvert US Large Cap Core Responsible Index Fund	Mutual Funds	—	—	$582K	1.2%
Loans to Participants * Plan participants Notes receivable from participants (interest rates of 4.25% - 9.50% with various maturities)	Bonds / Notes	—	—	$513K	1.1%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$413K	0.9%
AS SPL Mid-Cap Value Fund	Other securities	—	—	$359K	0.8%
Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$356K	0.7%
Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$308K	0.6%
DFA US Targeted Value Portfolio Institutional Class IS	Mutual Funds	—	—	$237K	0.5%
American Funds New Perspective Fund	Mutual Funds	—	—	$215K	0.5%
Carillon Eagle Mid-Cap Growth Fund	Other securities	—	—	$200K	0.4%
Black Rock High Yield Bond Portfolio Class K	Other securities	—	—	$196K	0.4%
Cohen & Steers Real Estate Securities Fund	Other securities	—	—	$92K	0.2%
PGIM Global Total Return Fund	Other securities	—	—	$60K	0.1%
Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$39K	<0.1%
Fidelity Freedom Index Inc IPR	Mutual Funds	—	—	$25K	<0.1%
Fidelity Freedom Index 2010 Fund	Mutual Funds	—	—	$20K	<0.1%
Janus Henderson Janus Henderson Triton Fund Class N	Mutual Funds	—	—	$17K	<0.1%