Twin Oaks Estate 401(k) Profit Sharing Plan
Sponsored by Twin Oaks Estate · EIN 431216334 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 161
- With balances
- 152
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,531 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,343 |