Filings through .
Sponsor portfolio
TWC Wealth, Inc.
EIN 87-1311086Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$127K assets
Welfare
0
Participants
3
151 N. KRAEMER BLVD., #222 - PLACENTIA, CA 92870714-985-1457
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TWC WEALTH, INC. 401(K) PLAN | 401(k) | $127K | 3 | 2025 |
Retirement plans