· 2022–2024 · DOL EFAST2

Turner Ross & Germain LLC — Turner Ross Germain LLC, Form 5500 (2025)

Original filing (PDF)20260610111428NAL0004500163001

Turner Ross & Germain LLC

Form 5500-SF

FILING_RECEIVED

Turner Ross Germain LLC

401(k) retirement plan · Turner Ross & Germain LLC's Turner Ross Germain LLC held $94K in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

1

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

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

61

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TURNER ROSS & GERMAIN LLC

EIN

82-3535523all filings

Address

1501 JOHNSON FERRY RD STE 100 · MARIETTA, GA · 30062

Phone

(470) 264-1584

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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