Plan Ledger DOL Form 5500 · updated monthly

Twin Management, LLC401(k)

TWIN MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
0.79%

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

Twin Management, LLC reported $25,234 in plan administrative expenses for 2022: 0.79% of average plan assets, higher than ~75% of peers. Employer contributions averaged $38 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 accommodation & food services employers. By assets it is among the smaller plans on file in Kentucky (731st of 871), and 1,233rd of 2,240 in accommodation & food services. In 2022, employees put in $4.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,856,286
Participants with balances71
Active participants730
Employer contributions$27,547
Employee contributions$121,569
Employer contribution per active participant$38
Average account balance$40,229
Benefits paid to participants$213,314
Plan auditUnmodified (clean) audit opinion
AuditorMONROE SHINE & CO., INC.
Administrative expenses, itemized · 2022
Investment management$5
Total administrative$25,234
The Twin Management, LLC 401(k) match · 2022
Employer contribution per active participant$38
Median for plans this size$1,114

Twin Management, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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

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$25,234 · 0.79%
Similar plansAccommodation & Food Services · Kentucky
McL Corporation KY$4.1M · 0.97%
Masterson's Food & Drink KY$2.4M · 0.98%
Sfr II, LLC KY$1.8M · 1.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300594227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.