How big is Two West Capital Advisors, LLC's plan?

Two West Capital Advisors, LLC's plan reported $1.5M in assets and 11 participants for 2024.

Original filing (PDF)20250903084838NAL0009301747001

Two West Capital Advisors, LLC

Name: Two West Capital Advisors, LLC — Two West Capital, Form 5500 (2024)
Creator: Two West Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Two West Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · Two West Capital Advisors, LLC's Two West Capital Advisors, LLC 401(k) Plan held $1.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Marko Ungashick signed Two West Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Marko Ungashick — 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

Two West Capital Advisors, LLC's EIN is 27-3055170.

EIN 27-3055170

Plan number 001

Plan year 2024

ACK ID 20250903084838NAL0009301747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Two West Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Two West Capital Advisors, LLC'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 TWO WEST CAPITAL ADVISORS, LLC.

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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