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Original filing (PDF)20251003141403NAL0002456864001
TWS ACQUISITION CORPORATION
Form 5500
FILING_RECEIVED
STRATATECH EDUCATION GROUP 401(K) PLAN
401(k) retirement plan
Active participants
340
Accounts w/ balance
215
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TWS ACQUISITION CORPORATION.
Plan sponsor
Name
TWS ACQUISITION CORPORATION
EIN
26-2474568
Address
120 N. 44TH STREET · SUITE 230 · PHOENIX, AZ · 85034
Phone
(602) 490-3450
Industry
Educational 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
2025-10-03
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
Audit & trust (Schedule H)
Auditor
ALMICH & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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.
Uncategorized
$10.9M
35 holdings
Common Collective Trust
$173K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Futuready 9% Targeted Return Cap Separately Managed Account | — | — | — | $2.1M | 19.0% | |
| Futuready 5% Targeted Return Cap Separately Managed Account | — | — | — | $1.8M | 16.3% | |
| Futuready 7% Targeted Return Cap Separately Managed Account | — | — | — | $1.5M | 13.7% | |
| JPMorgan Large Cap Growth R1 Mutual Fund | — | — | — | $1.5M | 13.6% | |
| iShares Core S&P 500 ETF Exchange-Traded Fund | — | — | — | $662K | 6.0% | |
| iShares S&P Mid Cap 400 Index Fund Exchange-Traded Fund | — | — | — | $482K | 4.4% | |
| Columbia Dividend Opportunity I3 Mutual Fund | — | — | — | $436K | 4.0% | |
| Cash Non-interest Bearing Cash 3 Participant Loans (maturing through May 2032) * Interest rates: 5.25 - 9.0% | — | — | — | $427K | 3.9% | |
| Janus Henderson Enterprise Fund N Shares Mutual Fund | — | — | — | $356K | 3.2% | |
| JPMorgan International Equity Mutual Fund | — | — | — | $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 | — | — | — | $157K | 1.4% | |
| BlackRock LifePath Index 2050 Mutual Fund | — | — | — | $147K | 1.3% | |
| BlackRock Total Return Fund Class K Mutual Fund | — | — | — | $117K | 1.1% | |
| MFS New Discovery R6 Mutual Fund | — | — | — | $109K | 1.0% | |
| Futuready 3% Targeted Return Cap Separately Managed Account | — | — | — | $104K | 0.9% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $102K | 0.9% | |
| iShares Core S&P Small Cap ETF Exchange-Traded Fund | — | — | — | $88K | 0.8% | |
| Futuready 4% Targeted Return Cap Separately Managed Account | — | — | — | $55K | 0.5% | |
| BlackRock LifePath Index 2040 Mutual Fund | — | — | — | $52K | 0.5% | |
| Western Asset Institutional Government Reserves Mutual Fund | — | — | — | $50K | 0.5% | |
| BlackRock High Yield Bond Mutual Fund | — | — | — | $49K | 0.4% | |
| BlackRock LifePath Index 2055 Mutual Fund | — | — | — | $46K | 0.4% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $41K | 0.4% | |
| BlackRock LifePath Index 2045 Mutual Fund | — | — | — | $40K | 0.4% | |
| BlackRock LifePath Index 2035 Mutual Fund | — | — | — | $30K | 0.3% | |
| iShares Core MSCI Emerging Market ETF Exchange-Traded Fund | — | — | — | $29K | 0.3% | |
| BlackRock LifePath Index 2060 Mutual Fund | — | — | — | $27K | 0.2% | |
| BlackRock LifePath Index Retirement Mutual Fund | — | — | — | $24K | 0.2% | |
| BlackRock LifePath Index 2030 Mutual Fund | — | — | — | $23K | 0.2% | |
| PIMCO Real Return I2 Mutual Fund | — | — | — | $21K | 0.2% | |
| DFA Global Real Estate Securities Mutual Fund | — | — | — | $9K | <0.1% | |
| Shares Core MSCI EAFE ETF Exchange-Traded Fund | — | — | — | $8K | <0.1% | |
| American Funds Capital World Bond R6 Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Short Term Bond ETF Exchange-Traded Fund | — | — | — | $4K | <0.1% | |
| BlackRock LifePath Index 2065 Mutual Fund | — | — | — | $1K | <0.1% |
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