Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRANSWORLD MGMT COMPANY LLC
EIN 46-2674079Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
12
100 S VILLAGE CENTER DR - SOUTHLAKE, TX 76092720-259-5099
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TRANSWORLD BUSINESS ADVISORS OF COLORADO CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRANSWORLD MGMT COMPANY LLC 401(K) PLAN
401k
Assets$751K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRANSWORLD BUSINESS ADVISORS OF COLORADO CASH BALANCE PLAN | CashBalance | $1.1M | 4 | 2024 | |
| 001 | TRANSWORLD MGMT COMPANY LLC 401(K) PLAN | 401k | $751K | 8 | 2025 |
Retirement plans