AMY Owens signed Twining, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Twining, Inc.'s EIN is 95-2040084.
Download the official 2024 Form 5500 (PDF) for Twining, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Twining, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth I | Other securities | — | — | $2.4M | 14.4% | |
| Mutual of America 2040 Retirement | Other securities | — | — | $2.0M | 11.9% | |
| Mutual of America Equity Index | Common Collective Trusts | — | — | $1.2M | 6.9% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $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 | Other securities | — | — | $932K | 5.6% | |
| Mutual of America 2025 Retirement | Other securities | — | — | $845K | 5.1% | |
| Mutual of America 2045 Retirement | Other securities | — | — | $831K | 5.0% | |
| Mutual of America 2035 Retirement | Other securities | — | — | $741K | 4.4% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $734K | 4.4% | |
| Vanguard Treasury Money Market Investor | Mutual Funds | — | — | $630K | 3.8% | |
| Mutual of America 2055 Retirement | Other securities | — | — | $616K | 3.7% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $447K | 2.7% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $358K | 2.1% | |
| Mutual of America 2020 Retirement | Other securities | — | — | $342K | 2.0% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $324K | 1.9% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $275K | 1.6% | |
| Notes receivable from participants | Other securities | — | — | $272K | 1.6% | |
| Mutual of America Small Cap Equity Index | Common Collective Trusts | — | — | $201K | 1.2% | |
| Mutual of America Mid-Cap Equity Index | Common Collective Trusts | — | — | $175K | 1.0% | |
| Mutual of America 2060 Retirement | Other securities | — | — | $154K | 0.9% | |
| Mutual of America Retirement Income | Other securities | — | — | $111K | 0.7% | |
| Mutual of America 2065 Retirement | Other securities | — | — | $11K | <0.1% | |
| Calvert US Large Cap Core Rspnb Idx R6 | Common Collective Trusts | — | — | $10K | <0.1% | |
| Calvert International Responsible Idx R6 | Common Collective Trusts | — | — | $8K | <0.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Calvert Small-Cap R6 | Other securities | — | — | $3K | <0.1% | |
| Delaware Small Cap Value R6 | Other securities | — | — | $2K | <0.1% | |
| Victory RS Small Cap Growth R6 | Other securities | — | — | $1K | <0.1% | |
| MoA International Fund | Other securities | — | — | $226 | <0.1% | |
| Calvert Bond R6 | U.S. Treasuries | — | — | $226 | <0.1% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $225 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
