Plan Snapshot
- Plan Sponsor: Twin Oaks Juvenile Development, INC.
- Sponsor EIN: 593512790
- Sponsor Address: 2930 KERRY FOREST PARKWAY,SUITE 101, TALLAHASSEE, FL, 32309
- Plan Type: 401(k)
- Total Participants: 516
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 516 | $5.3M | $91,613 | $469,594 |
| 2023 | 489 | $4.0M | $68,890 | $354,688 |
| 2022 | 455 | $3.3M | $55,036 | $282,963 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $43,706 | — | — | — | — |
| 2023 | $33,109 | — | — | — | — |
| 2022 | $27,931 | — | — | — | — |