How big is Twentythirty Partners' plan?

Twentythirty Partners' plan reported $4.2M in assets and 6 participants for 2024.

Original filing (PDF)20250616144712NAL0000512739001

Twentythirty Partners

Name: Twentythirty Partners — Twentythirty Retirement, Form 5500 (2024)
Creator: Twentythirty Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Twentythirty Retirement Savings Plan

401(k) retirement plan · Twentythirty Partners' Twentythirty Retirement Savings Plan held $4.2M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Lorena Berry for TRPC signed Twentythirty Partners' 2024 Form 5500 as plan administrator.

Lorena Berry for TRPC — 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

Twentythirty Partners' EIN is 47-4435064.

EIN 47-4435064

Plan number 002

Plan year 2024

ACK ID 20250616144712NAL0000512739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Twentythirty Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TWENTYTHIRTY PARTNERS.

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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