Plan Snapshot
- Plan Sponsor: Twin Med, LLC
- Sponsor EIN: 200725693
- Sponsor Address: 11333 GREENSTONE AVENUE, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 476 | $15.5M | $238,012 | $1.9M |
| 2023 | 482 | $13.3M | $239,359 | $1.8M |
| 2022 | 489 | $10.6M | $234,048 | $1.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $82,055 | — | $82,055 |
| FIFTH THIRD BANK | RECORDKEEPER | $8,542 | — | $8,542 |
| SINGER LEWAK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SINGER LEWAK — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,597
- Estimated Expense Ratio: 0.584% of plan assets
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 | $90,598 | $10,534 | — | — | — |
| 2023 | $112,174 | $33,952 | — | — | — |
| 2022 | $103,578 | — | — | — | — |