How big is TWC Wealth Management LLC's plan?

TWC Wealth Management LLC's plan reported $1.4M in assets and 3 participants for 2025.

Original filing (PDF)20260501075045NAL0001237410001

TWC Wealth Management LLC

Name: TWC Wealth Management LLC — TWC Wealth Management, Form 5500 (2025)
Creator: TWC Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TWC Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · TWC Wealth Management LLC's TWC Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Richard Curran signed TWC Wealth Management LLC's 2025 Form 5500 as plan administrator.

Richard Curran — 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

TWC Wealth Management LLC's EIN is 86-1767549.

EIN 86-1767549

Plan number 001

Plan year 2025

ACK ID 20260501075045NAL0001237410001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

TWC Wealth Management 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 TWC 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