How big is Terranova Williams Klein CPAS, LLC's plan?

Terranova Williams Klein CPAS, LLC's plan reported $1.6M in assets and 27 participants for 2024.

Original filing (PDF)20250909093936NAL0012497683001

Terranova Williams Klein CPAS, LLC

Name: Terranova Williams Klein CPAS, LLC — TWK 401(k) Plan, Form 5500 (2024)
Creator: Terranova Williams Klein CPAS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TWK 401(k) Plan

401(k) retirement plan · Terranova Williams Klein CPAS, LLC's TWK 401(k) Plan held $1.6M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Terranova Williams Klein CPAS, LLC's EIN is 81-3934518.

EIN 81-3934518

Plan number 001

Plan year 2024

ACK ID 20250909093936NAL0012497683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Terranova Williams Klein CPAS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Terranova Williams Klein CPAS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRANOVA WILLIAMS KLEIN CPAS, LLC.

Finding similar companies…

Plan health score

Above-average plan

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