How big is Turtleson, LLC's plan?

Turtleson, LLC's plan reported $660K in assets and 31 participants for 2024.

Original filing (PDF)20250718132855NAL0003336450001

Turtleson, LLC

Name: Turtleson, LLC — Turtleson 401(k) Plan, Form 5500 (2024)
Creator: Turtleson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Turtleson 401(k) Plan

401(k) retirement plan · Turtleson, LLC's Turtleson 401(k) Plan held $660K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$660K

Net assets (EOY)

$660K

People on this filing

GREG Oakley signed Turtleson, LLC's 2024 Form 5500 as plan administrator.

GREG Oakley — 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

Turtleson, LLC's EIN is 45-2608465.

EIN 45-2608465

Plan number 001

Plan year 2024

ACK ID 20250718132855NAL0003336450001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Turtleson, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TURTLESON, LLC.

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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.

Plan sponsor

Name

TURTLESON, LLC

EIN

all filings

Address

1285 VOLUNTEER PARKWAY · BRISTOL, TN · 37620

Phone

(423) 217-4950

Industry

Wholesale Trade

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

2025-07-18

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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