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Original filing (PDF)20250922082633NAL0005378640001
TURN2 SPECIALTY COMPANIES, LLC
Form 5500
FILING_RECEIVED
TURN2 SPECIALTY COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
901
Accounts w/ balance
160
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 18% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURN2 SPECIALTY COMPANIES, LLC.
Plan sponsor
Name
TURN2 SPECIALTY COMPANIES, LLC
EIN
83-1517552
Address
3558 KILGORE PARKWAY · BAYTOWN, TX · 77523
Phone
(832) 241-7245
Industry
Constructionsee 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
2025-09-22
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $21K | — |
| VANGUARD | 23-1945930 | — | NONE | $0 | — |
| AMERICAN FUNDS | 75-2401150 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| ALLSPRING | — | CHARLOTTE, NC | NONE | $0 | — |
Investments
25 direct securities · 1 pooled fund· $3.7M(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
$3.7M
24 holdings
Mutual Funds
$20K
1 holding
Common Collective Trust
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $880K | 23.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $600K | 16.0% | |
| Fidelity 500 Index | — | — | — | $401K | 10.7% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | — | $317K | 8.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 ** 135 * T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $288K | 7.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $247K | 6.6% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $157K | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | — | $132K | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | — | $120K | 3.2% | |
| Vanguard Mid Cap Growth Index Fund Admiral | — | — | — | $100K | 2.7% | |
| American Funds American Funds American Balanced Fund R-6 | — | — | — | $96K | 2.6% | |
| Fidelity Total International Index | — | — | — | $75K | 2.0% | |
| Vanguard Small Cap Growth Index Fund Admiral | — | — | — | $52K | 1.4% | |
| Vanguard Total Bond Market Index | — | — | — | $37K | 1.0% | |
| Fidelity Blue Chip Growth K | — | — | — | $34K | 0.9% | |
| Fidelity Mid-Cap Index | — | — | — | $33K | 0.9% | |
| Vanguard Mid Cap Value Index Fund Admiral | — | — | — | $30K | 0.8% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $29K | 0.8% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $27K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2005 | — | — | — | $22K | 0.6% | |
| Allspring Global Allspring Core Plus Bond Fund Class R-6 | Mutual Funds | — | — | $20K | 0.5% | |
| Fidelity Small Cap Index | — | — | — | $17K | 0.4% | |
| T. Rowe Price T. Rowe Price Value | — | — | — | $15K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | — | — | — | $7K | 0.2% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 000 | Common Collective Trust | — | — | $5K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | — | — | — | $2K | <0.1% |