How big is TLW Wealth Management LLC's plan?

TLW Wealth Management LLC's plan reported $60K in assets and 6 participants for 2024.

Original filing (PDF)20250521125558NAL0001830739001

TLW Wealth Management LLC

Name: TLW Wealth Management LLC — TLW Wealth Management, Form 5500 (2024)
Creator: TLW Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TLW Wealth Management LLC Retirement Plan

401(k) retirement plan · TLW Wealth Management LLC's TLW Wealth Management LLC Retirement Plan held $60K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

David Vervelde signed TLW Wealth Management LLC's 2024 Form 5500 as plan administrator.

David Vervelde — 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

TLW Wealth Management LLC's EIN is 81-3196500.

EIN 81-3196500

Plan number 001

Plan year 2024

ACK ID 20250521125558NAL0001830739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TLW Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TLW Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TLW WEALTH MANAGEMENT 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