# Twd Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/twd-associates-inc-401k-plan

> Twd Associates, INC.'s 401(k) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Twd Associates, INC.

- **Sponsor EIN:** 541637078

- **Sponsor Address:** 5520 CHEROKEE AVE STE 110, ALEXANDRIA, VA, 22312

- **Plan Type:** 401(k)

- **Total Participants:** 65

- **Total Assets:** $15.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|65|$15.8M|$171,742|$541,268|

| 2023|63|$16.0M|$278,322|$520,319|

| 2022|63|$14.6M|$238,932|$554,645|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$28,393|—|$28,393|

| PINNACLE FINANCIAL PARTNERS|INVESTMENT ADVISORY|$14,319|$8|$14,327|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,720

- **Estimated Expense Ratio:** 0.271% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$42,717|$14,323|$28,394|—|—|

| 2023|$47,184|$4,296|$42,888|—|—|

| 2022|$51,996|—|$51,996|—|—|

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