Tree Specialists, Inc. 401(k) Plan

The Tree Specialists, Inc. 401(k) on its latest Form 5500

Tree Specialists, Inc. (EIN 04-3014524) reports TREE SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.7M in plan assets across 19 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 Tree Specialists, Inc. filing — schedules, fees, and providers.

Who runs the Tree Specialists, Inc. 401(k)?

Tree Specialists, 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 Tree Specialists, Inc.HR for the recordkeeper’s name and login.

How to check your Tree Specialists, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Tree Specialists, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).