Original filing (PDF)20250513123912NAL0040652866001

TURNBRIDGE RE FUND MANAGEMENT

Name: TURNBRIDGE RE FUND MANAGEMENT — TURNBRIDGE RE FUND MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: TURNBRIDGE RE FUND MANAGEMENT

Form 5500-SF

FILING_RECEIVED

TURNBRIDGE RE FUND MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURNBRIDGE RE FUND MANAGEMENT.

Plan sponsor

Name

TURNBRIDGE RE FUND MANAGEMENT

EIN

82-3865830

Address

4 BRYANT PARK SUITE 200 · NEW YORK, NY · 10018

Phone

(646) 930-4175

Industry

Real Estatesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

BQ GROUP, INC.

BQ GROUP, INC. DEFINED BENEFIT PENSION PLAN

$1.3M · 2 participants

ROYAL PROFESSIONAL, INC.

ROYAL PROFESSIONAL 401(K) PLAN

$1.3M · 7 participants

BRAHIN MANAGEMENT CORPORATION

BRAHIN MANAGEMENT CORPORATION SAVINGS AND INVESTMENT PLAN

$1.3M · 13 participants

ZAMIR GROUP REALTY LLC

ZAMIR GROUP REALTY LLC CASH BALANCE PENSION PLAN

$1.3M · 5 participants

SCHAMBS PROPERTY MANAGEMENT GROUP, INC.

SCHAMBS PROPERTY MANAGEMENT GROUP, INC. 401(K) PLAN