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Original filing (PDF)20251014150843NAL0001558675001
TURNER PADGET GRAHAM AND LANEY P.A.
Form 5500
FILING_RECEIVED
TURNER PADGET GRAHAM & LANEY P.A. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
123
Accounts w/ balance
187
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURNER PADGET GRAHAM AND LANEY P.A..
Plan sponsor
Name
TURNER PADGET GRAHAM AND LANEY P.A.
EIN
57-0723520
Address
1901 MAIN STREET SUITE 900 · COLUMBIA, SC · 29201
Phone
(803) 227-4236
Industry
Law Offices· Professional & Technical Servicessee all
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
2025-10-14
Pension benefit codes
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
WEBSTER ROGERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $3K | — |
| AND PARTNERS | 62-1627736 | — | NONE | $0 | — |
Investments
32 direct securities · 1 pooled fund· $55.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$29.0M
32 holdings
Pooled Separate Account
$26.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $26.0M | 87.5% | |
| RetirementTrack Mod Ret R1 Registered Investment Company N/A | — | — | — | $4.2M | 14.1% | |
| Fidelity 500 US Index Registered Investment Company N/A | — | — | — | $3.9M | 13.1% | |
| AUL Stable Value Account Guaranteed interest account N/A | — | — | — | $2.9M | 9.8% | |
| Nyli Winslow LC Gr R6 Registered Investment Company N/A | — | — | — | $2.9M | 9.7% | |
| RetirementTrack Mod 2045 R1 Registered Investment Company N/A | — | — | — | $1.8M | 6.2% | |
| Vanguard Equity-Income Adm Registered Investment Company N/A | — | — | — | $1.8M | 5.9% | |
| PGIM Total Return Bond R6 Registered Investment Company N/A | — | — | — | $1.5M | 5.0% | |
| MFS Mid Cap Growth R6 Registered Investment Company N/A | — | — | — | $1.4M | 4.8% | |
| RetirementTrack Mod 2035 R1 Registered Investment Company N/A | — | — | — | $1.4M | 4.7% | |
| Fidelity Intl Index Registered Investment Company N/A | — | — | — | $1.1M | 3.7% | |
| MFS Mid Cap Value R6 Registered Investment Company N/A | — | — | — | $983K | 3.3% | |
| AmerFds New Perspective R6 Registered Investment Company N/A | — | — | — | $660K | 2.2% | |
| PGIM Jennison GIBI Opps R6 Registered Investment Company N/A | — | — | — | $560K | 1.9% | |
| Fidelity US Bond Idx Registered Investment Company N/A | — | — | — | $503K | 1.7% | |
| RetirementTrack Mod 2055 R1 Registered Investment Company N/A | — | — | — | $479K | 1.6% | |
| DFA US Large Cap Growith I Registered Investment Company N/A | — | — | — | $462K | 1.6% | |
| AmerFds Bond Fd of America R6 Registered Investment Company N/A | — | — | — | $352K | 1.2% | |
| PARTICIPANTS LOANS 4.25% TO 6% 0 | — | — | — | $334K | 1.1% | |
| RetirementTrack Cons 2035 R1 Registered Investment Company N/A | — | — | — | $304K | 1.0% | |
| RetirementTrack Cons 2055 R1 Registered Investment Company N/A | — | — | — | $297K | 1.0% | |
| Vanguard Explorer Adm Registered Investment Company N/A | — | — | — | $283K | 1.0% | |
| Fidelity Adv Smcap Value Z Registered Investment Company N/A | — | — | — | $272K | 0.9% | |
| RetirementTrack Cons 2045 R1 Registered Investment Company N/A | — | — | — | $199K | 0.7% | |
| RetirementTrack Cons Ret R1 Registered Investment Company N/A | — | — | — | $76K | 0.3% | |
| PGIM High-yield R6 Registered Investment Company N/A | — | — | — | $69K | 0.2% | |
| Fed Herm Govt Obl Prem Registered Investment Company N/A | — | — | — | $67K | 0.2% | |
| RetirementTrack Cons 2065 R1 Registered Investment Company N/A | — | — | — | $55K | 0.2% | |
| PGIM JENN Focused Gro R6 Registered Investment Company N/A | — | — | — | $37K | 0.1% | |
| RetirementTrack Agg 2065 R1 Registered Investment Company N/A | — | — | — | $36K | 0.1% | |
| Fidelity SM CAP Index Registered Investment Company N/A | — | — | — | $12K | <0.1% | |
| RetirementTrack Agg 2035 R1 Registered Investment Company N/A | — | — | — | $12K | <0.1% | |
| RetirementTrack Mod 2065 R1 Registered Investment Company N/A | — | — | — | $2K | <0.1% |