Twg Twf Services 401(k) Retirement Plan
Sponsored by Twg Twf Services, Llc · EIN 884223308 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 192
- With balances
- 265
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $27,380 |
| Forest Capital Management | Investment advisory (plan), Direct payment from the plan | $27,126 |