# Twin Oaks Estate 401(k) Plan
Source: https://planprovider.pro/companies/twin-oaks-estate-inc-401k-plan

> Twin Oaks Estate's 401(k) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Twin Oaks Estate

- **Sponsor EIN:** 431216334

- **Sponsor Address:** 707 EMGE RD., O FALLON, MO, 63366

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

- **Total Participants:** 161

- **Total Assets:** $2.9M

## 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|161|$2.9M|$87,480|$178,978|

| 2023|149|$2.5M|$78,968|$163,235|

| 2022|151|$2.0M|$75,327|$137,114|

## 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|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORD KEEPER|$17,531|—|$17,531|

| ADMIN. GROUP, LLC DBA TAG RESOURCES|RECORD KEEPER|$11,343|—|$11,343|

| COULTER & JUSTUS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [ADMIN. GROUP, LLC DBA TAG RESOURCES](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,874

- **Estimated Expense Ratio:** 0.996% 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|$28,874|—|$11,343|—|—|

| 2023|$30,116|—|—|$4,900|—|

| 2022|$28,365|—|$28,365|—|—|

## Similar Plans

- [Harry S. Truman Children'S Neurogical Center Dba Tnc Community](https://planprovider.pro/companies/harry-s-truman-childrens-neurological-center-401k-plan) — 161 participants

- [Complete Health Care Solutions, INC](https://planprovider.pro/companies/complete-health-care-solutions-inc-401k-plan) — 146 participants

- [Mennonite Home Association, INC.](https://planprovider.pro/companies/mennonite-home-association-inc-401k-plan) — 145 participants

- [Community Care Centers, INC](https://planprovider.pro/companies/community-care-centers-inc-plan) — 132 participants

- [Independence Health Systems, INC.](https://planprovider.pro/companies/independence-health-systems-inc-401k-plan) — 126 participants

- [Pony Bird, INC.](https://planprovider.pro/companies/pony-bird-inc-401k-plan) — 198 participants

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

© 2026 PlanProvider.Pro