Plan Snapshot
- Plan Sponsor: Twining, INC.
- Sponsor EIN: 952040084
- Sponsor Address: P.O. BOX 47, LONG BEACH, CA, 90801
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $16.7M
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 | 167 | $16.7M | -$6,080 | $1.1M |
| 2023 | 169 | $13.9M | $784,686 | $1.1M |
| 2022 | 158 | $10.6M | $0 | $934,768 |
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 |
|---|---|---|---|---|
| ROSE SNYDER & JACOBS, LLP | Auditor | — | — | $0 |
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 | $79,549 | — | — | — | — |
| 2023 | $66,175 | — | — | — | — |
| 2022 | $14,804 | — | — | — | — |