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Original filing (PDF)20251013184655NAL0000907235001
TWINING, INC.
Form 5500
FILING_RECEIVED
TWINING RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
167
Accounts w/ balance
273
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TWINING, INC..
Plan sponsor
Name
TWINING, INC.
EIN
95-2040084
Address
P.O. BOX 47 · LONG BEACH, CA · 90801
Phone
(562) 426-3355
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ROSE SNYDER & JACOBS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $70K | — |
Investments
31 direct securities · 1 pooled fund· $15.6M(93% of reported assets)
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.
Uncategorized
$14.6M
31 holdings
Common Collective Trust
$957K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth I | — | — | — | $2.4M | 14.4% | |
| Mutual of America 2040 Retirement | — | — | — | $2.0M | 11.9% | |
| Mutual of America Equity Index | — | — | — | $1.2M | 6.9% | |
| BlackRock Mid-Cap Growth Equity K | — | — | — | $1.0M | 6.1% | |
| INVESCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $957K | 5.7% | |
| Mutual of America 2030 Retirement | — | — | — | $932K | 5.6% | |
| Mutual of America 2025 Retirement | — | — | — | $845K | 5.1% | |
| Mutual of America 2045 Retirement | — | — | — | $831K | 5.0% | |
| Mutual of America 2035 Retirement | — | — | — | $741K | 4.4% | |
| Dodge & Cox Stock | — | — | — | $734K | 4.4% | |
| Vanguard Treasury Money Market Investor | — | — | — | $630K | 3.8% | |
| Mutual of America 2055 Retirement | — | — | — | $616K | 3.7% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $447K | 2.7% | |
| Vanguard International Growth Adm | — | — | — | $358K | 2.1% | |
| Mutual of America 2020 Retirement | — | — | — | $342K | 2.0% | |
| MFS Mid Cap Value R6 | — | — | — | $324K | 1.9% | |
| Vanguard Real Estate Index Admiral | — | — | — | $275K | 1.6% | |
| Notes receivable from participants | — | — | — | $272K | 1.6% | |
| Mutual of America Small Cap Equity Index | — | — | — | $201K | 1.2% | |
| Mutual of America Mid-Cap Equity Index | — | — | — | $175K | 1.0% | |
| Mutual of America 2060 Retirement | — | — | — | $154K | 0.9% | |
| Mutual of America Retirement Income | — | — | — | $111K | 0.7% | |
| Mutual of America 2065 Retirement | — | — | — | $11K | <0.1% | |
| Calvert US Large Cap Core Rspnb Idx R6 | — | — | — | $10K | <0.1% | |
| Calvert International Responsible Idx R6 | — | — | — | $8K | <0.1% | |
| American Funds New World R6 | — | — | — | $7K | <0.1% | |
| Calvert Small-Cap R6 | — | — | — | $3K | <0.1% | |
| Delaware Small Cap Value R6 | — | — | — | $2K | <0.1% | |
| Victory RS Small Cap Growth R6 | — | — | — | $1K | <0.1% | |
| MoA International Fund | — | — | — | $226 | <0.1% | |
| Calvert Bond R6 | — | — | — | $226 | <0.1% | |
| PIMCO Real Return Instl | — | — | — | $225 | <0.1% |