How big is TSWT Holdings, LLC's plan?

TSWT Holdings, LLC's plan reported $3.6M in assets and 107 participants for 2023.

Original filing (PDF)20241010090338NAL0020723969001

TSWT Holdings, LLC

Name: TSWT Holdings, LLC — Tri-State Water, Power & Air, Form 5500 (2023)
Creator: TSWT Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri-State Water, Power & Air 401(k) Profit Sharing Plan

401(k) retirement plan · TSWT Holdings, LLC's Tri-State Water, Power & Air 401(k) Profit Sharing Plan held $3.6M in plan assets for 107 participants in 2023.

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Caroline Lavalle signed TSWT Holdings, LLC's 2023 Form 5500 as plan administrator.

Caroline Lavalle — 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

TSWT Holdings, LLC's EIN is 85-4163326.

EIN 85-4163326

Plan number 001

Plan year 2023

ACK ID 20241010090338NAL0020723969001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TSWT Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score