How big is TWS Acquisition Corporation's plan?

TWS Acquisition Corporation's plan reported $11.0M in assets and 340 participants for 2024.

Original filing (PDF)20251003141403NAL0002456864001

TWS Acquisition Corporation

Name: TWS Acquisition Corporation — Stratatech Education, Form 5500 (2024)
Creator: TWS Acquisition Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Stratatech Education Group 401(k) Plan

401(k) retirement plan · TWS Acquisition Corporation's Stratatech Education Group 401(k) Plan held $11.0M in plan assets for 340 participants in 2024, with Newport Group as recordkeeper.

Signals · 1

Late participant contributions

Active participants

340

Accounts w/ balance

215

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

People on this filing

Corey Martin signed TWS Acquisition Corporation's 2024 Form 5500 as plan administrator.

Corey Martin — 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

TWS Acquisition Corporation's EIN is 26-2474568.

EIN 26-2474568

Plan number 001

Plan year 2024

ACK ID 20251003141403NAL0002456864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TWS Acquisition Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TWS Acquisition Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TWS ACQUISITION CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

TWS ACQUISITION CORPORATION

EIN

all filings

Address

120 N. 44TH STREET · SUITE 230 · PHOENIX, AZ · 85034

Phone

(602) 490-3450

Industry

Educational Services

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

2025-10-03

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)

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

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$16K	—

Investments

35 direct securities · 1 pooled fund· $11.0M(100% of reported assets)

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.

Other securities

$8.5M

23 holdings

Common Collective Trusts

$1.1M

2 holdings

Mutual Funds

$805K

9 holdings

Cash / Money Market

$427K

1 holding

Common Collective Trust

$173K

1 holding

					% of plan
Futuready 9% Targeted Return Cap Separately Managed Account	Other securities	—	—	$2.1M	19.0%
Futuready 5% Targeted Return Cap Separately Managed Account	Other securities	—	—	$1.8M	16.3%
Futuready 7% Targeted Return Cap Separately Managed Account	Other securities	—	—	$1.5M	13.7%
JPMorgan Large Cap Growth R1 Mutual Fund	Other securities	—	—	$1.5M	13.6%
iShares Core S&P 500 ETF Exchange-Traded Fund	Common Collective Trusts	—	—	$662K	6.0%
iShares S&P Mid Cap 400 Index Fund Exchange-Traded Fund	Common Collective Trusts	—	—	$482K	4.4%
Columbia Dividend Opportunity I3 Mutual Fund	Other securities	—	—	$436K	4.0%
Cash Non-interest Bearing Cash 3 Participant Loans (maturing through May 2032) * Interest rates: 5.25 - 9.0%	Cash / Money Market	—	—	$427K	3.9%
Janus Henderson Enterprise Fund N Shares Mutual Fund	Mutual Funds	—	—	$356K	3.2%
JPMorgan International Equity Mutual Fund	Other securities	—	—	$245K	2.2%
RELIANCE METLIFE SVF SERIES 25053 C RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$173K	1.6%
Franklin Small Cap Value - R6 Mutual Fund	Mutual Funds	—	—	$157K	1.4%
BlackRock LifePath Index 2050 Mutual Fund	Other securities	—	—	$147K	1.3%
BlackRock Total Return Fund Class K Mutual Fund	Other securities	—	—	$117K	1.1%
MFS New Discovery R6 Mutual Fund	Mutual Funds	—	—	$109K	1.0%
Futuready 3% Targeted Return Cap Separately Managed Account	Other securities	—	—	$104K	0.9%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$102K	0.9%
iShares Core S&P Small Cap ETF Exchange-Traded Fund	Other securities	—	—	$88K	0.8%
Futuready 4% Targeted Return Cap Separately Managed Account	Other securities	—	—	$55K	0.5%
BlackRock LifePath Index 2040 Mutual Fund	Other securities	—	—	$52K	0.5%
Western Asset Institutional Government Reserves Mutual Fund	Other securities	—	—	$50K	0.5%
BlackRock High Yield Bond Mutual Fund	Other securities	—	—	$49K	0.4%
BlackRock LifePath Index 2055 Mutual Fund	Other securities	—	—	$46K	0.4%
Fidelity Emerging Markets Index Mutual Fund	Mutual Funds	—	—	$41K	0.4%
BlackRock LifePath Index 2045 Mutual Fund	Other securities	—	—	$40K	0.4%
BlackRock LifePath Index 2035 Mutual Fund	Other securities	—	—	$30K	0.3%
iShares Core MSCI Emerging Market ETF Exchange-Traded Fund	Other securities	—	—	$29K	0.3%
BlackRock LifePath Index 2060 Mutual Fund	Other securities	—	—	$27K	0.2%
BlackRock LifePath Index Retirement Mutual Fund	Other securities	—	—	$24K	0.2%
BlackRock LifePath Index 2030 Mutual Fund	Other securities	—	—	$23K	0.2%
PIMCO Real Return I2 Mutual Fund	Mutual Funds	—	—	$21K	0.2%
DFA Global Real Estate Securities Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Shares Core MSCI EAFE ETF Exchange-Traded Fund	Other securities	—	—	$8K	<0.1%
American Funds Capital World Bond R6 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Vanguard Short Term Bond ETF Exchange-Traded Fund	Mutual Funds	—	—	$4K	<0.1%
BlackRock LifePath Index 2065 Mutual Fund	Other securities	—	—	$1K	<0.1%