David Klarner signed Twin Med, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Twin Med, LLC's EIN is 20-0725693.
Download the official 2024 Form 5500 (PDF) for Twin Med, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Twin Med, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $82K | — |
| FIFTH THIRD BANK | 31-0676865 | — | RECORDKEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF 2040 TARGET DATE R5E | Registered Investment Companies | — | — | $1.3M | 8.6% | |
| AMF 2035 TARGET DATE R5E | Registered Investment Companies | — | — | $1.3M | 8.1% | |
| AMF 2045 TARGET DATE R5E | Registered Investment Companies | — | — | $1.2M | 8.0% | |
| AMF 2050 TARGET DATE R5E | Registered Investment Companies | — | — | $1.2M | 7.9% | |
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $1.2M | 7.8% | |
| AMF 2055 TARGET DATE R5E | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| AMF 2030 TARGET DATE R5E | Registered Investment Companies | — | — | $1.0M | 6.6% | |
| AMF 2025 TARGET DATE FD R5E | Registered Investment Companies | — | — | $901K | 5.8% | |
| AMF 2020 TARGET DATE R5E | Registered Investment Companies | — | — | $896K | 5.8% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $620K | 4.0% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $591K | 3.8% | |
| AMF 2060 TARGET DATE R5E | Registered Investment Companies | — | — | $479K | 3.1% | |
| JPMORGAN LRG CAP GWTH R4 | Registered Investment Companies | — | — | $420K | 2.7% | |
| NUVEEN INTL EQUITY IDX RET | Registered Investment Companies | — | — | $377K | 2.4% | |
| COLUMBIA GLOBAL TECH GROWTH I | Registered Investment Companies | — | — | $367K | 2.4% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $315K | 2.0% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $232K | 1.5% | |
| STATE ST RUSS SC IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 338 | Common Collective Trust | — | — | $205K | 1.3% | |
| JPMORGAN EQUITY INCOME R4 | Registered Investment Companies | — | — | $202K | 1.3% | |
| GS EMERGING MKTS EQUITY INC IN | Registered Investment Companies | — | — | $163K | 1.0% | |
| JANUS HENDERSON TRITON T | Registered Investment Companies | — | — | $150K | 1.0% | |
| AMERICAN BALANCED R5E | Registered Investment Companies | — | — | $146K | 0.9% | |
| BLK MID CAP GR EQTY PRT - INST | Registered Investment Companies | — | — | $130K | 0.8% | |
| PGIM HIGH YIELD FUND - R4 | Registered Investment Companies | — | — | $125K | 0.8% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $119K | 0.8% | |
| PRINCIPAL MD CAP VAL I R5 | Registered Investment Companies | — | — | $101K | 0.7% | |
| ALLSPRING SPECIAL SC VAL INST | Registered Investment Companies | — | — | $92K | 0.6% | |
| COLUMBIA OVERSEAS VALUE I | Registered Investment Companies | — | — | $36K | 0.2% | |
| AMF 2065 TARGET DATE R5E | Registered Investment Companies | — | — | $24K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
