Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $954K assets / 7 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TPW CONSULTANTS DEFINED BENEFIT PLAN | Traditional DB | $939K | 2 | 2024 |
| #001 | TPW CONSULTANTS LLC 401(K) | 401(k) | $15K | 5 | 2025 |