How big is Timberland Brokerage, Ltd.'s plan?

Timberland Brokerage, Ltd.'s plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250319095419NAL0004745953001

Timberland Brokerage, Ltd.

Name: Timberland Brokerage, Ltd. — Timberland Brokerage, Form 5500 (2024)
Creator: Timberland Brokerage, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Timberland Brokerage, Ltd. 401(k) Savings Plan

401(k) retirement plan · Timberland Brokerage, Ltd.'s Timberland Brokerage, Ltd. 401(k) Savings Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Kathleen a O'GARA signed Timberland Brokerage, Ltd.'s 2024 Form 5500 as plan administrator.

Kathleen a O'GARA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Timberland Brokerage, Ltd.'s EIN is 11-2549333.

EIN 11-2549333

Plan number 001

Plan year 2024

ACK ID 20250319095419NAL0004745953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Timberland Brokerage, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Timberland Brokerage, Ltd.'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 TIMBERLAND BROKERAGE, LTD..

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

TIMBERLAND BROKERAGE, LTD.

EIN

all filings

Address

213 MAIN STREET · SUITE 1 · WEST SAYVILLE, NY · 11796

Phone

(631) 845-7600

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator