Tcw Retirement Plan
Sponsored by Tcw Admin, Inc. · EIN 472418521 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 520
- With balances
- 715
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 |
|---|---|---|
| Gibson Capital, Llc CRD 148836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gibson Capital | Investment advisory (plan), Investment advisory (participants) | $71,952 |
| The Vanguard Group | Recordkeeping | $55,550 |
| Access Retirement Services, Llc | Other services, Direct payment from the plan, Other commissions | $22,200 |
| Mullins, Clemmons, & Mayes Pllc | Accounting | $14,500 |