How big is TWRU CPAS and Financial Advisors' plan?

TWRU CPAS and Financial Advisors' plan reported $8.0M in assets and 30 participants for 2024.

Original filing (PDF)20251013181508NAL0002572240001

TWRU CPAS and Financial Advisors

Name: TWRU CPAS and Financial Advisors — TWRU CPAS &, Form 5500 (2024)
Creator: TWRU CPAS and Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TWRU CPAS & Financial Advisors Profit Sharing 401(k) Plan

401(k) retirement plan · TWRU CPAS and Financial Advisors' TWRU CPAS & Financial Advisors Profit Sharing 401(k) Plan held $8.0M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

LANA C. ODOM, CPA signed TWRU CPAS and Financial Advisors' 2024 Form 5500 as plan administrator.

LANA C. ODOM, CPA — 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

TWRU CPAS and Financial Advisors' EIN is 72-1086666.

EIN 72-1086666

Plan number 001

Plan year 2024

ACK ID 20251013181508NAL0002572240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TWRU CPAS and Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TWRU CPAS and Financial Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TWRU CPAS AND FINANCIAL ADVISORS.

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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