Plan Snapshot
- Plan Sponsor: Twg - Twf Services, LLC
- Sponsor EIN: 884223308
- Sponsor Address: 227 W. MONROE STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $7.7M
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 | 192 | $7.7M | $270,286 | $513,164 |
| 2023 | 188 | $7.5M | $214,886 | $401,747 |
| 2022 | 124 | $6.7M | $213,090 | $432,447 |
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 |
|---|---|---|---|---|
| MILLER,COOPER & CO.,LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER,COOPER & CO.,LTD — 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 | $54,507 | $27,126 | $27,381 | — | — |
| 2023 | $43,500 | $23,239 | $20,261 | — | — |
| 2022 | $43,505 | $25,997 | $17,508 | — | — |