What public Form 5500 filings show about the Lone Tree Wealth Management 401(k) plan — and how to find and check your own account.
Lone Tree Wealth Management (EIN 47-5363098) reports LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $861K in plan assets across 7 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 Lone Tree Wealth Management filing — schedules, fees, and providers.
Lone Tree Wealth Management’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 Lone Tree Wealth ManagementHR for the recordkeeper’s name and login.
