How big is TW Advisors LLC's plan?

TW Advisors LLC's plan reported $139K in assets and 8 participants for 2025.

Original filing (PDF)20260430220729NAL0000470993033

TW Advisors LLC

Name: TW Advisors LLC — TW Advisors 401(k) Plan, Form 5500 (2025)
Creator: TW Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TW Advisors 401(k) Plan

401(k) retirement plan · TW Advisors LLC's TW Advisors 401(k) Plan held $139K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

Plan identifiers

TW Advisors LLC's EIN is 81-1103713.

EIN 81-1103713

Plan number 001

Plan year 2025

ACK ID 20260430220729NAL0000470993033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TW Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

TW Advisors LLC's 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 TW ADVISORS LLC.

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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