· 2022–2024 · DOL EFAST2

TIMBERLINE REAL ESTATE PARTNERS — TIMBERLINE REAL ESTATE PARTNERS SAFE HARBOR 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250829091416NAL0019076912001

TIMBERLINE REAL ESTATE PARTNERS

Form 5500-SF

FILING_RECEIVED

TIMBERLINE REAL ESTATE PARTNERS SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

12

Accounts w/ balance

13

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIMBERLINE REAL ESTATE PARTNERS.

Plan sponsor

Name

TIMBERLINE REAL ESTATE PARTNERS

EIN

83-1917604all filings

Address

3736 BEE CAVES ROAD, STE 1-177 · WESTLAKE HILLS, TX · 78746

Phone

(512) 828-3646

Industry

Real Estatesee 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

2025-08-29

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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