AUMdb

Twist, Inc. Profit Sharing Plan And Trust

Sponsored by Twist, Inc. · EIN 311005129 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
185
With balances
166

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $24,545
Leafhouse Financial Advisors, Llc Investment advisory (plan) $5,857
Empower Annuity Insurance Company O Recordkeeping fees $0