Phillip Shumway signed TURN Community Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TURN Community Services' EIN is 87-0303448.
Download the official 2024 Form 5500 (PDF) for TURN Community Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TURN Community Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | CEDAR RAPIDS, IA | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESPONSIBLE ASSET MANAGEMENT LLC | 02-0793956 | SALT LAKE CITY, UT | INVESTMENT AD VISORY - PL | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica American Funds 2040 Target Date | Mutual Funds | — | — | $919K | 10.8% | |
| Transamerica American Funds 2030 Target Date | Mutual Funds | — | — | $848K | 10.0% | |
| Transamerica American Funds 2035 Target Date | Mutual Funds | — | — | $799K | 9.4% | |
| Transamerica American Funds 2025 Target Date | Mutual Funds | — | — | $695K | 8.2% | |
| Transamerica American Funds 2050 Target Date | Mutual Funds | — | — | $623K | 7.3% | |
| Transamerica American Funds 2045 Target Date | Mutual Funds | — | — | $573K | 6.7% | |
| Transamerica Stable Value Core | Stable Value | — | — | $543K | 6.4% | |
| POOLED SEPARATE ACCOUNT 49 EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $501K | 5.9% | |
| Transamerica Fidelity Capital Appreciation | Mutual Funds | — | — | $400K | 4.7% | |
| Transamerica American Funds 2020 Target Date | Mutual Funds | — | — | $329K | 3.9% | |
| TRANSAMERICA VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | $247K | $306K | 3.6% | |
| Transamerica American Funds 2055 Target Date | Mutual Funds | — | — | $285K | 3.3% | |
| Participant loans Interest rates ranging from 5.25% to 7.50% | Bonds / Notes | — | — | $214K | 2.5% | |
| Transamerica BNY Mellon | Other securities | — | — | $208K | 2.4% | |
| Transamerica American Funds Bond Fund of Am | Mutual Funds | — | — | $177K | 2.1% | |
| Transamerica Goldman Sach International Equity Insight | Other securities | — | — | $159K | 1.9% | |
| Transamerica American Funds 2060 Target Date | Mutual Funds | — | — | $146K | 1.7% | |
| Transamerica Fidelity Mid Cap Index | Mutual Funds | — | — | $144K | 1.7% | |
| Transamerica American Funds 2015 Target Date | Mutual Funds | — | — | $124K | 1.5% | |
| TRANSAMERICA VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | $96K | $107K | 1.3% | |
| TRANSAMERICA VANGUARD EXPLORER ADM | Mutual Funds | — | $74K | $81K | 1.0% | |
| Transamerica American Funds New World R6 | Mutual Funds | — | $57K | $61K | 0.7% | |
| Transamerica Fidelity Advisor Small Cap Val | Mutual Funds | — | — | $55K | 0.6% | |
| Transamerica MFS Mid-Cap Value | Mutual Funds | — | — | $46K | 0.5% | |
| Transamerica American Funds 2010 Target Date | Mutual Funds | — | — | $35K | 0.4% | |
| Transamerica T. Rowe Price Diversified Mid Cap Gr I | Other securities | — | — | $32K | 0.4% | |
| Transamerica JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $27K | 0.3% | |
| Transamerica Cohen & Steers Global Realty Z | Other securities | — | — | $22K | 0.3% | |
| Transamerica MassMutual Infla Prot and Inc | Common Stocks | — | — | $21K | 0.2% | |
| Transamerica American Funds 2065 Target Date | Mutual Funds | — | — | $21K | 0.2% | |
| Transamerica Fidelity Select Uitilities Portfolio | Mutual Funds | — | — | $10K | 0.1% | |
| Transamerica Columbia Balanced Investment | Other securities | — | — | $4K | <0.1% | |
| TRANSAMERICA COLUMBIA SMALL CAP INDEX INSTL | Other securities | — | — | $2K | <0.1% |
