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Original filing (PDF)20250908152232NAL0041283858001
TURNER & TOWNSEND, INC.
Form 5500
FILING_RECEIVED
TURNER & TOWNSEND INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
54% in single holdingNo recordkeeper disclosed
Active participants
1,716
Accounts w/ balance
2,230
Plan assets (EOY)
$102.1M
Net assets (EOY)
$102.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Voya Retirement Insurance & Annuity Fisher Inv All World Eqty Coll Fd 4" is 54% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURNER & TOWNSEND, INC..
Plan sponsor
Name
TURNER & TOWNSEND, INC.
EIN
98-0437541
Address
285 MADISON AVENUE, 22ND FLOOR · NEW YORK, NY · 10017
Phone
(212) 370-7321
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-08
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $61K | — |
| MORNINGSTAR INVESMENT MGMT | 36-4317081 | — | SERVICE PROVIDER | $51K | — |
Investments
27 direct securities · 1 pooled fund· $200.4M(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
$102.1M
27 holdings
Pooled Separate Account
$98.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $98.3M | 96.3% | |
| Voya Retirement Insurance & Annuity Fisher Inv All World Eqty Coll Fd 4 | — | — | — | $54.7M | 53.6% | |
| Voya Retirement Insurance & Annuity Fisher Inv U.S. Fxd Income Coll Fd 4 | — | — | — | $14.8M | 14.5% | |
| Voya Retirement Insurance & Annuity Fidelity 500 Index Fund | — | — | — | $7.5M | 7.4% | |
| Voya Retirement Insurance & Annuity JPMorgan Lrg Cp Growth Fnd R6 | — | — | — | $6.4M | 6.3% | |
| Voya Retirement Insurance & Annuity JPMorgan U.S. Equity Fund I | — | — | — | $2.4M | 2.4% | |
| Voya Retirement Insurance & Annuity Voya Fixed Account (4450) | — | — | — | $2.3M | 2.2% | |
| Various participants Notes receivable from participants - maturing through 2029 with interest rates from 5.25% to 10.50% | — | — | — | $1.5M | 1.4% | |
| Voya Retirement Insurance & Annuity Fidelity Mid Cap Index Fd | — | — | — | $1.3M | 1.3% | |
| Voya Retirement Insurance & Annuity Clmbia Sligmn Tech Inf F Ins 3 | — | — | — | $1.3M | 1.3% | |
| Voya Retirement Insurance & Annuity Lord Abbett Sh Dr Hg Yld Fd R6 | — | — | — | $1.2M | 1.2% | |
| Voya Retirement Insurance & Annuity Pioneer Bond Fund K | — | — | — | $1.1M | 1.0% | |
| Voya Retirement Insurance & Annuity PIMCO Income Fund A | — | — | — | $879K | 0.9% | |
| Voya Retirement Insurance & Annuity DFA Intl Large Cap Growth Port Inst | — | — | — | $804K | 0.8% | |
| Voya Retirement Insurance & Annuity MFS Intl Intrinsic Val Fnd R4 | — | — | — | $755K | 0.7% | |
| Voya Retirement Insurance & Annuity Dodge & Cox Stock Fd I | — | — | — | $737K | 0.7% | |
| Voya Retirement Insurance & Annuity BlackRock Global Alloc Fnd Inst | — | — | — | $729K | 0.7% | |
| Voya Retirement Insurance & Annuity Vanguard Materials Index Fd Adm | — | — | — | $643K | 0.6% | |
| Voya Retirement Insurance & Annuity BlackRock Hlth Sci Opport Port Inst | — | — | — | $560K | 0.5% | |
| Voya Retirement Insurance & Annuity DFA Intl Small Comp Portfolio Inst | — | — | — | $504K | 0.5% | |
| Voya Retirement Insurance & Annuity Inv Discovery MCp Grw F R6 | — | — | — | $359K | 0.4% | |
| Voya Retirement Insurance & Annuity Inv Main Street SC Fd R6 | — | — | — | $334K | 0.3% | |
| Voya Retirement Insurance & Annuity DFA U.S. Targeted Value Port Inst | — | — | — | $325K | 0.3% | |
| Voya Retirement Insurance & Annuity DFA Real Estate Securities Port Inst | — | — | — | $322K | 0.3% | |
| Voya Retirement Insurance & Annuity TRowePrc Financial Services Fnd | — | — | — | $303K | 0.3% | |
| Voya Retirement Insurance & Annuity Vangrd Explorer Fund Adm | — | — | — | $256K | 0.3% | |
| Voya Retirement Insurance & Annuity Voya Gov Money Mkt Fnd A | — | — | — | $94K | <0.1% | |
| Voya Retirement Insurance & Annuity MFS Mid Cap Value Fund R6 | — | — | — | $93K | <0.1% |