How big is TWP, LLC's plan?

TWP, LLC's plan reported $676K in assets and 11 participants for 2024.

Original filing (PDF)20250423155720NAL0003942515001

TWP, LLC

Name: TWP, LLC — True Wealth Partners 401(k) Plan, Form 5500 (2024)
Creator: TWP, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True Wealth Partners 401(k) Plan

401(k) retirement plan · TWP, LLC's True Wealth Partners 401(k) Plan held $676K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$676K

Net assets (EOY)

$676K

People on this filing

Timothy Gilbert signed TWP, LLC's 2024 Form 5500 as plan administrator.

Timothy Gilbert — 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

TWP, LLC's EIN is 87-4706229.

EIN 87-4706229

Plan number 001

Plan year 2024

ACK ID 20250423155720NAL0003942515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TWP, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TWP, LLC

EIN

all filings

Address

1600 DIVISION STREET, SUITE 400 · NASHVILLE, TN · 37203

Phone

(615) 742-8700

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LPWM LLC

LPWM LLC 401(k) Plan

$676K · 6 participants

Audacious Management Company, LLC

Audacious Management Company, LLC 401(k) Plan

$676K · 9 participants

Hindler Financial Services, Inc.

Hindler Financial Services, Inc. Defined Benefit Pension Plan

$677K · 3 participants

The Patten Group, Inc.

The Patten Group, Inc. 401(k) Plan

$676K · 6 participants

Callahan Financial

Callahan Financial 401(k) Plan

$677K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.