# Twin Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/twin-management-llc-401k-plan

> Twin Management, LLC's 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Twin Management, LLC

- **Sponsor EIN:** 300594227

- **Sponsor Address:** 2301 RIVER ROAD, LOUISVILLE, KY, 402063004

- **Plan Type:** 401(k)

- **Total Participants:** 68

- **Total Assets:** $3.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|68|$3.1M|$24,188|$75,200|

| 2023|301|$3.1M|$24,466|$111,007|

| 2022|730|$2.9M|$27,547|$121,569|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MONROE SHINE & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MONROE SHINE & CO., INC.](https://planprovider.pro/provider/monroe-shine-and-co-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$482,785|—|$29,720|—|—|

| 2023|$418,066|—|$22,240|—|—|

| 2022|$25,234|$5|—|—|—|

## Similar Plans

- [Nautical Restaurants, INC.](https://planprovider.pro/companies/nautical-restaurants-inc-plan) — 52 participants

- [Southern Kentucky Pie, INC.](https://planprovider.pro/companies/southern-kentucky-pie-inc-plan) — 47 participants

- [Tm Incorporated](https://planprovider.pro/companies/tm-incorporated-plan) — 32 participants

- [Bootleg Bar B Q Co INC](https://planprovider.pro/companies/bootleg-bar-b-q-co-inc-401k-plan) — 18 participants

- [Joy In A Cone INC.](https://planprovider.pro/companies/joy-in-a-cone-inc-plan) — 4 participants

- [Youngblood'S Corner Cafe, INC.](https://planprovider.pro/companies/youngbloods-corner-cafe-inc-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/twin-management-llc-401k-plan)

© 2026 PlanProvider.Pro