401k Record

Providers › Two West Capital Advisors LLC

Two West Capital Advisors LLC

Plans listing this provider

19

0.03% of the 56,420 plans with Schedule H financials; 20 in 2023

Assets of those plans

$12,307,712,122

0.16% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$630,210

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
27Investment advisory (plan)10
50Direct payment from the plan8
26Investment advisory (participants)4
28Investment management4
10Accounting (including auditing)1
16Consulting (general)1
17Consulting (pension)1
51Investment management fees paid directly by plan1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Southwest Airlines Pilots Retirement Savings PlanSouthwest Airlines $11,622,763,37512,980$38,012
Brookshire Brothers KsopBrookshire Brothers $134,431,4225,042$12,982
Scriptpro LLC 401(k) PlanScriptpro $109,557,906833$85,616
Cosentino's Food Stores 401(k) Profit Sharing Plan and TrustCosentino Service $87,714,637909$78,408
Bartlett & West, Inc. 401(k) Profit Sharing PlanBartlett & West $55,614,116548$57,528
Cumulus 401(k) Profit Sharing PlanIBT $44,066,899629$32,126
The Communications Group 401(k) PlanSpeech Pathology Group $37,652,169816$10,321
The Wright Center for Graduate Medical Education 403(b) PlanWright Center for Graduate Medical Education $36,509,9901,288$14,681
Cogent, Inc. Profit Sharing 401(k) PlanCogent $34,359,074333$40,224
Mazuma Credit Union 401(k) Success Sharing PlanMazuma Credit Union $22,549,578308$57,815
Vance Brothers, Inc. Retirement PlanVance Brothers $21,080,850552$24,361
Art Supply Enterprises, Inc. 401(k) Profit Sharing PlanArt Supply Enterprises $19,538,042250$36,057
LTI Technology Solutions 401(k) Profit Sharing Plan & TrustLTI Technology Solutions $17,857,763143$32,653
Kcas Bioanalytical and Biomarker Services 401(k) PlanIntegris Bioservices $17,854,187338$40,036
Linc 401(k) Retirement/savings PlanGreater K.C. Linc $12,690,035300$30,040
Parrish & Company 401(k) PlanParrish $11,525,808156$1,113
Montreat College Retirement PlanMontreat College $9,657,092285$14,577
Queen Enterprises 401(k) PlanQueen Enterprises $6,622,887144$21,390
Rally House/sampler Stores, Inc. 401(k) PlanRally House $5,666,292273$2,270

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.