Plan Ledger DOL Form 5500 · updated monthly

Twining, Inc.401(k)

TWINING RETIREMENT SAVINGS PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Twining, Inc. reported $79,549 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged -$36 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.

Across the 2 years on file its reported administrative ratio rose from 0.13% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,109th-largest of 9,483 plans among California employers on file, and 6,201st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$16,702,282
Participants with balances273
Active participants167
Employer contributions-$6,080
Employee contributions$1,147,671
Employer contribution per active participant-$36
Average account balance$61,181
Benefits paid to participants$520,697
Plan auditUnmodified (clean) audit opinion
AuditorROSE SNYDER & JACOBS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 273 accts
2023$13.9M · 295 accts · $785K emplr
2022$10.6M · 262 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,745
Total administrative$79,549
The Twining, Inc. 401(k) match · 2024
Employer contribution per active participant-$36
Median for plans this size$2,416

Twining, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$69,745

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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Administrative cost history3
2024$79,549 · 0.52%
2023$66,175 · 0.54%
2022$14,804 · 0.13%
Same employer
Similar plansProfessional & Technical Services · California
Adicet Therapeutics, Inc. CA$16.9M · 0.08%
Atr International Inc. CA$16.8M · 0.02%
Idealab CA$16.7M · 0.03%
Jade Global Inc. CA$16.7M · 0.02%
Celigo, Inc. CA$16.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952040084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.