What public Form 5500 filings show about the Blue Tree Casework LLC 401(k) plan — and how to find and check your own account.
Blue Tree Casework LLC (EIN 27-3137223) reports BLUE TREE CASEWORK LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $886K in plan assets across 31 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Blue Tree Casework LLC filing — schedules, fees, and providers.
Blue Tree Casework LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Blue Tree Casework LLCHR for the recordkeeper’s name and login.
