Back to filter
Original filing (PDF)20250717122113NAL0000419762001
THIRTEEN TWENTY, LLC
Form 5500-SF
FILING_RECEIVED
TATE BRANCH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
35
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THIRTEEN TWENTY, LLC.
Plan sponsor
Name
THIRTEEN TWENTY, LLC
EIN
20-5217039
Address
919 S 1ST STREET · ARTESIA, NM · 88210
Phone
(575) 748-1317
Industry
Retail Tradesee all
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
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
MAGUIRE HIGHTSTOWN, LLC DBA WINDSOR
MAGUIRE HIGHTSTOWN, LLC DBA WINDSOR NISSAN 401(K) PLAN
$1.1M · 18 participants
VACHON CHEVROLET, INC.
VACHON AUTO GROUP 401(K) PLAN
$1.1M · 63 participants
VICTORY VENTURES, INC. DBA VICTORY CHRYSLER DODGE JEEP RAM
VICTORY CHRYSLER DODGE JEEP, INC. 401(K) PLAN AND TRUST
$1.1M · 54 participants
DIVER CHEVROLET LLC
DIVERCHEVROLET LLC 401K PROFIT SHARING PLAN & TRUST
$1.1M · 65 participants
RANDY CURNOW BUICK GMC, INC.
RANDY CURNOW BUICK GMC, INC. 401(K) SALARY REDUCTION PLAN AND TRUST (002)
$1.1M · 33 participants
CANNON & HOGAN AUTOMOTIVE, INC. DBA CARL HOGAN TOYOTA
CANNON & HOGAN AUTOMOTIVE, INC. DBA CARL HOGAN TOYOTA 401(K) PLAN
$1.1M · 17 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants