What public Form 5500 filings show about the Twin Eagle Holdings N.A., LLC 401(k) plan — and how to find and check your own account.
Twin Eagle Holdings N.A., LLC (EIN 83-0542503) reports TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $33.4M in plan assets across 144 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Twin Eagle Holdings N.A., LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Twin Eagle Holdings N.A., LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CALDERWOOD FINANCIAL STRATEGIES.
