Transwood Employees' Retirement Plan
Sponsored by Transwood, Inc. · EIN 470776463 · Plan #003
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 812
- With balances
- 1,077
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 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 | $87,504 |
| Cetera Investment Advisors | Investment advisory (plan), Direct payment from the plan | $48,952 |