AUMdb

Twin Liquors 401(k) Retirement Savings Plan

Sponsored by Twin Liquors, Lp · EIN 742212335 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
625
With balances
718

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $78,601
Captrust Financial Advisors Investment advisory (plan), Consulting (general) $22,500