Original filing (PDF)20250417074631NAL0000797425001

T. WILSON & ASSOCIATES, LLC DBA TW&A CONSTRUCTION MANAGEMENT

Name: T. WILSON & ASSOCIATES, LLC DBA TW&A CONSTRUCTION MANAGEMENT — T. WILSON & ASSOCIATES, LLC DBA TW&A CONSTRUCTION MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: T. WILSON & ASSOCIATES, LLC DBA TW&A CONSTRUCTION MANAGEMENT

Form 5500

FILING_RECEIVED

T. WILSON & ASSOCIATES, LLC DBA TW&A CONSTRUCTION MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for T. WILSON & ASSOCIATES, LLC DBA TW&A CONSTRUCTION MANAGEMENT.

Plan sponsor

Name

T. WILSON & ASSOCIATES, LLC DBA TW&A CONSTRUCTION MANAGEMENT

EIN

02-0653770

Address

30 JAY STREET · SCHENECTADY, NY · 12305

Phone

(518) 588-8899

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $571K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
KEYBANK EB MAGIC 75 KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002	Common Collective Trust	$571K	100.0%

1–1 of 1

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