What public Form 5500 filings show about the The Opportunity Tree 401(k) plan — and how to find and check your own account.
The Opportunity Tree (EIN 86-0180419) reports THE OPPORTUNITY TREE 401(K) PLAN on its most recent Form 5500, with $943K in plan assets across 320 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 The Opportunity Tree filing — schedules, fees, and providers.
The Opportunity 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 The Opportunity TreeHR for the recordkeeper’s name and login.
