Original filing (PDF)20250407110826NAL0010067331001

TWIN CAPITAL MANAGEMENT, INC.

Name: TWIN CAPITAL MANAGEMENT, INC. — TWIN CAPITAL MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: TWIN CAPITAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

TWIN CAPITAL MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TWIN CAPITAL MANAGEMENT, INC..

Plan sponsor

Name

TWIN CAPITAL MANAGEMENT, INC.

EIN

25-1590628

Address

3244 WASHINGTON ROAD, SUITE 202 · MCMURRAY, PA · 153170000

Phone

(724) 942-2000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

GRAYPOINT LLC

GRAYPOINT LLC 401(K) PLAN

$9.9M · 68 participants

KHP CAPITAL PARTNERS, L.P.

KHP CAPITAL PARTNERS, L.P. RETIREMENT PLAN

$10.1M · 24 participants

METALMARK MANAGEMENT II LLC

METALMARK MANAGEMENT II LLC 401(K) PLAN

$10.1M · 18 participants

CHARTER OAK CAPITAL MANAGEMENT LLC

CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN

$9.7M · 27 participants

SIEBERT FINANCIAL CORP.

SIEBERT FINANCIAL CORP. 401(K) PLAN

$10.2M · 132 participants