How big is Twin Oaks Juvenile Development, Inc.'s plan?

Twin Oaks Juvenile Development, Inc.'s plan reported $5.3M in assets and 516 participants for 2024.

Original filing (PDF)20250915085309NAL0000603955001

Twin Oaks Juvenile Development, Inc.

Name: Twin Oaks Juvenile Development, Inc. — Twin Oaks, Form 5500 (2024)
Creator: Twin Oaks Juvenile Development, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Twin Oaks Juvenile Development, Inc. 401(k) Plan

401(k) retirement plan · Twin Oaks Juvenile Development, Inc.'s Twin Oaks Juvenile Development, Inc. 401(k) Plan held $5.3M in plan assets for 516 participants in 2024, with Empower as recordkeeper.

Signals · 3

Late participant contributions11% employer stock~97 bps in Sched C fees

Active participants

516

Accounts w/ balance

168

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Twin Oaks Juvenile Development, Inc.'s EIN is 59-3512790.

EIN 59-3512790

Plan number 002

Plan year 2024

ACK ID 20250915085309NAL0000603955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Twin Oaks Juvenile Development, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Twin Oaks Juvenile Development, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TWIN OAKS JUVENILE DEVELOPMENT, INC..

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 21K (2% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

TWIN OAKS JUVENILE DEVELOPMENT, INC.

EIN

all filings

Address

2930 KERRY FOREST PARKWAY,SUITE 101 · TALLAHASSEE, FL · 32309

Phone

(850) 536-6225

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

LEE CPA AUDIT GROUP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

30 direct securities· $5.3M(100% of reported assets)

Mutual Funds

$4.3M

21 holdings

Common Stocks

$562K

7 holdings

Common Collective Trusts

$238K

1 holding

Bonds / Notes

$197K

1 holding

					% of plan
American Funds 2040 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$981K	18.7%
American Funds 2035 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$934K	17.8%
Fully Benefit-Responsive Group Annuity Contract * EI Fixed Account - Series Class I Fully Benefit-Responsive Group Annuity Contract	Common Stocks	—	—	$479K	9.1%
American Funds 2045 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$447K	8.5%
American Funds 2025 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$429K	8.2%
American Funds 2030 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$375K	7.1%
American Funds 2020 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$318K	6.0%
Fidelity 500 Index Registered Investment Company	Common Collective Trusts	—	—	$238K	4.5%
American Funds 2050 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$210K	4.0%
Participant Loans Interest rates at (4.25% ~ 9.50%) $0	Bonds / Notes	—	—	$197K	3.8%
American Funds 2055 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$142K	2.7%
Fidelity Small Cap Index Registered Investment Company	Mutual Funds	—	—	$90K	1.7%
American Funds 2060 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$77K	1.5%
Fidelity Mid Cap Index Registered Investment Company	Mutual Funds	—	—	$69K	1.3%
Fidelity International Index Registered Investment Company	Mutual Funds	—	—	$47K	0.9%
Fidelity Total International Index Registered Investment Company	Mutual Funds	—	—	$42K	0.8%
JPMorgan Equity Income R6 Registered Investment Company	Common Stocks	—	—	$26K	0.5%
Fidelity Us Bond Index Registered Investment Company	Mutual Funds	—	—	$25K	0.5%
American Funds 2015 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$21K	0.4%
JPMorgan Large Cap Growth R6 Registered Investment Company	Common Stocks	—	—	$16K	0.3%
PGIM High-Yield R6 Registered Investment Company	Common Stocks	—	—	$16K	0.3%
Franklin Small Cap Growth R6 Registered Investment Company	Mutual Funds	—	—	$16K	0.3%
American Century Mid Cap Value R6 Registered Investment Company ** 681 American Century Real Estate R6 Registered Investment Company	Common Stocks	—	—	$13K	0.3%
American Funds 2065 Trgt Date Retire R6 Registered Investment Company	Mutual Funds	—	—	$12K	0.2%
Fidelity Emerging Markets Index Registered Investment Company	Mutual Funds	—	—	$12K	0.2%
JPMorgan Core Bond R6 Registered Investment Company	Common Stocks	—	—	$11K	0.2%
Invesco Equity And Income R6 Registered Investment Company	Mutual Funds	—	—	$6K	0.1%
MFS Mid Cap Growth R6 Registered Investment Company	Mutual Funds	—	—	$3K	<0.1%
Janus Henderson Developed World Bond N Registered Investment Company ** 626 Janus Henderson Small Cap Value N Registered Investment Company	Mutual Funds	—	—	$3K	<0.1%
Registered Investment Companies American Century Emerging Markets R6 Registered Investment Company	Common Stocks	—	—	$1K	<0.1%