Original filing (PDF)20230814170606NAL0033686689001

Turriff Capital Management, Inc.

Name: Turriff Capital Management, Inc. — Online Trading, Form 5500 (2022)
Creator: Turriff Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Online Trading Academy 401(k) Plan

401(k) retirement plan · Turriff Capital Management, Inc.'s Online Trading Academy 401(k) Plan held $191K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TURRIFF CAPITAL MANAGEMENT, INC..

Plan sponsor

Name

TURRIFF CAPITAL MANAGEMENT, INC.

EIN

39-1770254all filings

Address

10850 W PARK PLACE · STE 120 · MILWAUKEE, WI · 53224

Phone

(262) 293-9069

Industry