Transworld Equities Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Transworld Equities Associates
  • Sponsor EIN: 132978171
  • Sponsor Address: 13 E 17TH ST APT 8, NEW YORK, NY, 100031906
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $244,840

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$244,840$17,696$25,513
20235$172,967$14,462$21,530
20226$113,028$13,996$19,158

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