Plan Snapshot
- Plan Sponsor: Twg Development, LLC
- Sponsor EIN: 320208069
- Sponsor Address: 1301 E. WASHINGTON STREET, INDIANAPOLIS, IN, 46202
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $8.7M
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 | 170 | $8.7M | $417,642 | $978,602 |
| 2023 | 228 | $8.8M | $819,598 | $1.2M |
| 2022 | 228 | $7.3M | $740,810 | $1.0M |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $133,562 | $41,738 | $26,139 | — | — |
| 2023 | $50,743 | $39,641 | $540 | — | — |
| 2022 | $42,914 | $36,627 | $6,287 | — | — |