Twd & Associates, Inc. 401(k) Plan
Sponsored by Twd Associates, Inc. · EIN 541637078 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 65
- With balances
- 154
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $28,393 |
| Pinnacle Financial Partners | Investment advisory (plan), Direct payment from the plan | $14,319 |