How big is TWB Fundraising's plan?

TWB Fundraising's plan reported $372K in assets and 18 participants for 2024.

Original filing (PDF)20260128145117NAL0002495555001

TWB Fundraising

Name: TWB Fundraising — TWB Fundraising LLC-401(k), Form 5500 (2024)
Creator: TWB Fundraising
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TWB Fundraising LLC-401(k)

401(k) retirement plan · TWB Fundraising's TWB Fundraising LLC-401(k) held $372K in plan assets for 18 participants in 2024.

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

People on this filing

Grace Kefer signed TWB Fundraising's 2024 Form 5500 as plan administrator.

Grace Kefer — 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

TWB Fundraising's EIN is 32-0075300.

EIN 32-0075300

Plan number 001

Plan year 2024

ACK ID 20260128145117NAL0002495555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TWB Fundraising'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 TWB FUNDRAISING.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score