What public Form 5500 filings show about the SAMS Tree 805, Inc. 401(k) plan — and how to find and check your own account.
SAMS Tree 805, Inc. (EIN 82-1357277) reports SAM'S TREE 805, INC. 401(K) PLAN on its most recent Form 5500, with $312K in plan assets across 15 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 SAMS Tree 805, Inc. filing — schedules, fees, and providers.
SAMS Tree 805, Inc.’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 SAMS Tree 805, Inc.HR for the recordkeeper’s name and login.
