How big is Turnkey Financial Services, LLC's plan?

Turnkey Financial Services, LLC's plan reported $790K in assets and 2 participants for 2025.

Original filing (PDF)20260317113122NAL0005182786001

Turnkey Financial Services, LLC

Name: Turnkey Financial Services, LLC — Turnkey Financial, Form 5500 (2025)
Creator: Turnkey Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Turnkey Financial Services 401(k) Plan

401(k) retirement plan · Turnkey Financial Services, LLC's Turnkey Financial Services 401(k) Plan held $790K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$790K

Net assets (EOY)

$790K

People on this filing

LISA Lee signed Turnkey Financial Services, LLC's 2025 Form 5500 as plan administrator.

LISA Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Turnkey Financial Services, LLC's EIN is 90-0684353.

EIN 90-0684353

Plan number 001

Plan year 2025

ACK ID 20260317113122NAL0005182786001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Turnkey Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Turnkey Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Vendor & structure

100

Helping the score