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Original filing (PDF)20251009051408NAL0006161217001
TIMBROOK AUTOMOTIVE, INC.
Form 5500
FILING_RECEIVED
TIMBROOK AUTOMOTIVE 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
356
Accounts w/ balance
149
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
65
Knocking points off
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIMBROOK AUTOMOTIVE, INC..
Plan sponsor
Name
TIMBROOK AUTOMOTIVE, INC.
EIN
52-1688374
Address
10210 MOUNT SAVAGE RD NW · CUMBERLAND, MD · 21502
Phone
(301) 783-1222
Industry
Retail 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
2025-10-09
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TURNBULL HOOVER & KAHL P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS | 43-0538770 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
Investments
28 direct securities· $7.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 15.0% | |
| VAN INFL PROTECTED SEC - ADMR 584 REGISTERED INVESTMENT COMPANY AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 14.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $871K | 10.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $799K | 10.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $747K | 9.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $530K | 6.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $440K | 5.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $394K | 4.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $317K | 4.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $313K | 3.9% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $293K | 3.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $192K | 2.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $182K | 2.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $115K | 1.4% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $74K | 0.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $67K | 0.8% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $50K | 0.6% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $50K | 0.6% | |
| PIMCO INTL BOND USD HDGD I 264 REGISTERED INVESTMENT COMPANY AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $32K | 0.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $8K | 0.1% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1K | <0.1% |