How big is TWG Wealth Planning, Inc.'s plan?

TWG Wealth Planning, Inc.'s plan reported $589K in assets and 10 participants for 2024.

Original filing (PDF)20251008140433NAL0005959793001

TWG Wealth Planning, Inc.

Name: TWG Wealth Planning, Inc. — TWG Wealth Planning, Form 5500 (2024)
Creator: TWG Wealth Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TWG Wealth Planning 401(k) Plan

401(k) retirement plan · TWG Wealth Planning, Inc.'s TWG Wealth Planning 401(k) Plan held $589K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$589K

Net assets (EOY)

$589K

People on this filing

John Davila signed TWG Wealth Planning, Inc.'s 2024 Form 5500 as plan administrator.

John Davila — 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

TWG Wealth Planning, Inc.'s EIN is 45-5508599.

EIN 45-5508599

Plan number 001

Plan year 2024

ACK ID 20251008140433NAL0005959793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TWG Wealth Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TWG Wealth Planning, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TWG WEALTH PLANNING, INC..

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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