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Original filing (PDF)20260319155659NAL0004176593001
TWG DEVELOPMENT, LLC
Form 5500
FILING_RECEIVED
TWG DEVELOPMENT 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 4.1 mo~118 bps in Sched C fees
Active participants
170
Accounts w/ balance
297
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
84
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
- 118 bps in Schedule C fees — 128% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TWG DEVELOPMENT, LLC.
Plan sponsor
Name
TWG DEVELOPMENT, LLC
EIN
32-0208069
Address
1301 E. WASHINGTON STREET · SUITE 100 · INDIANAPOLIS, IN · 46202
Phone
(317) 252-0224
Industry
Constructionsee 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
2026-03-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAKE STREET FINANCIAL LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS LLC | — | DEERFIELD, IL | CONTRACT ADMIN | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
25 direct securities · 1 pooled fund· $17.1M(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
$8.7M
24 holdings
Pooled Separate Account
$8.4M
1 holding
Pooled Separate Accounts
$82K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $8.4M | 96.1% | |
| American Funds 2055 Trgt Date Retire R6 40,072 | — | — | — | $1.1M | 12.1% | |
| Fidelity Large Cap Growth Index 19,605 | — | — | — | $768K | 8.8% | |
| Fidelity 500 Index 3,658 | — | — | — | $747K | 8.5% | |
| American Funds 2040 Trgt Date Retire R6 29,836 | — | — | — | $613K | 7.0% | |
| American Funds 2045 Trgt Date Retire R6 28,767 | — | — | — | $610K | 7.0% | |
| American Funds 2050 Trgt Date Retire R6 26,806 | — | — | — | $560K | 6.4% | |
| American Funds 2035 Trgt Date Retire R6 22,950 | — | — | — | $437K | 5.0% | |
| American Funds 2060 Trgt Date Retire R6 21,219 | — | — | — | $380K | 4.4% | |
| American Funds New World R6 4,903 | — | — | — | $377K | 4.3% | |
| American Funds American Mutual R6 6,588 | — | — | — | $364K | 4.2% | |
| American Funds 2030 Trgt Date Retire R6 18,055 | — | — | — | $312K | 3.6% | |
| American Funds 2025 Trgt Date Retire R6 20,269 | — | — | — | $308K | 3.5% | |
| Ishares Russell Mid-Cap Index K 20,342 | — | — | — | $302K | 3.5% | |
| Fidelity Us Bond Index 29,318 | — | — | — | $300K | 3.4% | |
| Victory Sycamore Established Value R6 6,373 | — | — | — | $293K | 3.4% | |
| Mfs International Growth R6 6,927 | — | — | — | $287K | 3.3% | |
| Key Guaranteed Portfolio Fund | — | — | — | $207K | 2.4% | |
| Dfa International Value I 7,945 | — | — | — | $164K | 1.9% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.25% - 10.50%, with maturities through October 2049 0 | — | — | — | $136K | 1.6% | |
| Dfa Us Small Cap Growth Instl 4,407 | — | — | — | $127K | 1.5% | |
| S HELD AT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA American Funds 2015 Trgt Date Retire R6 19 ** 236 American Funds 2020 Trgt Date Retire R6 6,125 | Pooled Separate Accounts | — | — | $82K | 0.9% | |
| Victory Sycamore Small Company Opp R6 1,716 | — | — | — | $81K | 0.9% | |
| Pgim Global Real Estate R6 4,100 | — | — | — | $79K | 0.9% | |
| Pimco Income Instl 7,413 | — | — | — | $78K | 0.9% | |
| American Funds 2065 Trgt Date Retire R6 4,065 | — | — | — | $71K | 0.8% |