What public Form 5500 filings show about the Orange Tree 401(k) plan — and how to find and check your own account.
Orange Tree (EIN 47-2828540) reports ORANGE TREE 401(K) PLAN on its most recent Form 5500, with $36K in plan assets across 24 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 Orange Tree filing — schedules, fees, and providers.
Orange Tree’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 Orange TreeHR for the recordkeeper’s name and login.
