Original filing (PDF)20231005161647NAL0014666115001

TWEED FINANCIAL SERVICES, INC.

Name: TWEED FINANCIAL SERVICES, INC. — TWEED FINANCIAL SERVICES, INC. RET. PLAN, Form 5500 (2022)
Creator: TWEED FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

TWEED FINANCIAL SERVICES, INC. RET. PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TWEED FINANCIAL SERVICES, INC..

Plan sponsor

Name

TWEED FINANCIAL SERVICES, INC.

EIN

95-4859419

Address

2060 HUNTINGTON DRIVE, SUITE 1 · SAN MARINO, CA · 911082044

Phone

(626) 588-1520

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-05

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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