How big is Trest & Twigg, PLLC's plan?

Trest & Twigg, PLLC's plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20250614125901NAL0016458051001

Trest & Twigg, PLLC

Name: Trest & Twigg, PLLC — Trest & Twigg, PLLC 401(k), Form 5500 (2024)
Creator: Trest & Twigg, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trest & Twigg, PLLC 401(k) Plan

401(k) retirement plan · Trest & Twigg, PLLC's Trest & Twigg, PLLC 401(k) Plan held $3.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Tonia Trest Twigg signed Trest & Twigg, PLLC's 2024 Form 5500 as plan administrator.

Tonia Trest Twigg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trest & Twigg, PLLC's EIN is 20-1862777.

EIN 20-1862777

Plan number 001

Plan year 2024

ACK ID 20250614125901NAL0016458051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trest & Twigg, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trest & Twigg, PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREST & TWIGG, PLLC.

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

TREST & TWIGG, PLLC

EIN

all filings

Address

PO BOX 608 · SHALLOTTE, NC · 28459

Phone

(910) 575-7337

Industry

Law Offices· Professional & Technical Services

Plan administrator