What public Form 5500 filings show about the Holly Tree Condominium Trust 401(k) plan — and how to find and check your own account.
Holly Tree Condominium Trust (EIN 04-3109049) reports HOLLY TREE 401K PLAN on its most recent Form 5500, with $294K in plan assets across 26 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 Holly Tree Condominium Trust filing — schedules, fees, and providers.
Holly Tree Condominium Trust’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 Holly Tree Condominium TrustHR for the recordkeeper’s name and login.
