T. Wilson & Associates, LLC Dba Tw&A Construction Management 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: T. Wilson & Associates, LLC Dba Tw&A Construction Management
  • Sponsor EIN: 020653770
  • Sponsor Address: 30 JAY STREET, SCHENECTADY, NY, 12305
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $2.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$2.5M$106,009$68,301
20234$2.2M$104,768$75,957
20225$1.7M$98,058$70,225

Similar Plans