Timberland Investment Resources, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Timberland Investment Resources, LLC
  • Sponsor EIN: 270065303
  • Sponsor Address: 14120 BALLANTYNE CORPORATE PLACE, CHARLOTTE, NC, 28277
  • Plan Type: 401(k)
  • Total Participants: 30
  • Total Assets: $16.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202430$16.6M$545,625$521,402
202326$13.1M$511,443$497,295
202228$10.3M$454,952$437,357

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