What are the fees in the Twgw, Inc. 401(k) plan?

For plan year 2022, Twgw, Inc. reported $7,713 in plan administrative expenses, or 0.74% of average plan assets — above the peer median. Fund-level expense ratios are not included in public filings.

What is the Twgw, Inc. 401(k) match?

In 2022, employer contributions to the Twgw, Inc. plan averaged $1,036 per active participant, below the $1,114 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Twgw, Inc. 401(k)?

The average participant account balance was $10,677 for plan year 2022, based on 98 accounts.

Twgw, Inc.401(k)

Name: Twgw, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

TWGW 401(K) PLAN · WILSONVILLE, OR · plan year 2022

Reported admin expense ratio · 2022

0.74%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Twgw, Inc. reported $7,713 in plan administrative expenses for 2022: 0.74% of average plan assets, above the peer median. Employer contributions averaged $1,036 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (959th of 1,021), and 4,950th of 5,215 in retail trade. In 2022, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,046,333
Participants with balances98
Active participants130
Employer contributions$134,645
Employee contributions$185,077
Employer contribution per active participant$1,036
Average account balance$10,677
Benefits paid to participants$106,410
Plan auditUnmodified (clean) audit opinion
AuditorCHRIS T. BENNETT, CPA

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$375

Investment management$7,338

Total administrative$7,713

The Twgw, Inc. 401(k) match · 2022

Employer contribution per active participant$1,036

Median for plans this size$1,114

Twgw, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$7,713 · 0.74%

Similar plansRetail Trade · Oregon
Chesters Market, Inc. dba Chester's Thriftway OR$3.4M · 0.41%
Hattenhauer Distributing Co. OR$2.8M · 0.55%
Mountain Rose, Inc. OR$2.0M · 0.17%
White Gold Inc OR$1.1M · 1.43%
Airstream Adventures Northwest OR$797K · 0.77%
Fast Break of Oregon, LLC OR$774K · 0.88%
Sunset Auto Parts, Inc. OR$705K · 0.75%
A-Boy Electric & Plumbing OR$331K · 1.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931266022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.