Turenne & Associates, Llc 401(k) Plan: Login, Facts & Contact Information

Turenne & Associates, Llc 401(k) Plan Facts

Plan name
TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TURENNE & ASSOCIATES, LLC
Participants
999 (622 active employees)
Former employees with a balance
0
Plan assets
$28,990,074 at Dec 31, 2024
Average account balance
$33,360 across 869 accounts
Employer contributions
$739,234 in plan year 2024 (32% of all contributions)
Recordkeeper
Leafhouse Financial
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1991
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.35 million went into the plan in contributions, $739,234 of it from the employer (32%).
  • $2.32 million was paid out to participants.
  • Investment and other income added $3.22 million.
  • Administrative expenses were $120,995, about $139 per account.

How the Turenne & Associates, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,016$20.0 million$555,110$1.56 million
20201,002$21.1 million$578,687$3.04 million
2021838$24.0 million$589,396$1.72 million
2022789$21.2 million$598,922$752,409
20231,018$25.9 million$664,448$1.09 million
2024999$29.0 million$739,234$2.32 million

Turenne & Associates, Llc 401(k) Contact Information

Phone
334-265-3900
Mailing address
365 INDUSTRIAL PARK BLVD, MONTGOMERY AL 36117
Plan sponsor
TURENNE & ASSOCIATES, LLC
Employer identification number (EIN)
63-1285595
Plan number
001

Questions about the Turenne & Associates, Llc 401(k)

Does Turenne & Associates, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $739,234, 32% of all contributions.

Does the Turenne & Associates, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Turenne & Associates, Llc 401(k) plan?

999 participants at the start of plan year 2024, 622 of them active employees.

What is the average 401(k) balance at Turenne & Associates, Llc?

About $33,360 per account: $29.0 million in plan assets across 869 accounts with a balance at the end of plan year 2024.

Who manages the Turenne & Associates, Llc 401(k) accounts?

Nationwide (listed on the filing as LEAFHOUSE FINANCIAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Turenne & Associates, Llc. How do I access my 401(k)?

Your account stays with Nationwide after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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