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Original filing (PDF)20251016000130NAL0002960275001
T.I.B.A. LLC
Form 5500
FILING_RECEIVED
T.I.B.A. LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
87
Accounts w/ balance
128
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T ROWE PRICE TARGET 2040 I" is 30% of plan.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T.I.B.A. LLC.
Plan sponsor
Name
T.I.B.A. LLC
EIN
31-1656943
Address
2228 CITYGATE DRIVE · COLUMBUS, OH · 43219
Phone
(614) 328-2040
Industry
Wholesale Tradesee 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Investments
11 direct securities· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE TARGET 2040 I | Registered Investment Companies | — | — | $1.3M | 30.2% | |
| T ROWE PRICE TARGET 2045 I | Registered Investment Companies | — | — | $846K | 20.2% | |
| VANGUARD FEDERAL MM INV 389 REGISTERED INVESTMENT COMPANY T ROWE PRICE TARGET 2030 I | Registered Investment Companies | — | — | $790K | 18.9% | |
| T ROWE PRICE TARGET 2035 I | Registered Investment Companies | — | — | $491K | 11.7% | |
| T ROWE PRICE TARGET 2050 I | Registered Investment Companies | — | — | $223K | 5.3% | |
| T ROWE PRICE TARGET 2025 I | Registered Investment Companies | — | — | $143K | 3.4% | |
| T ROWE PRICE TARGET 2060 I | Registered Investment Companies | — | — | $123K | 2.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $108K | 2.6% | |
| T ROWE PRICE TARGET 2020 I | Registered Investment Companies | — | — | $102K | 2.4% | |
| T ROWE PRICE TARGET 2055 I | Registered Investment Companies | — | — | $69K | 1.6% | |
| T ROWE PRICE TARGET 2065 I | Registered Investment Companies | — | — | $7K | 0.2% |
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