Twin Eagle Resource Management 401(k) Plan
Sponsored by Twin Eagle Holdings N.A., Llc · EIN 830542503 · Plan #002
- Total assets
- $33.4M
- Net assets
- $33.4M
- Active participants
- 144
- With balances
- 177
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Calderwood Financial Strategies, Inc. CRD 313466 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Calderwood Financial Strategies | Investment advisory (plan) | $75,015 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $890 |