How big is Treeline Inc.'s plan?

Treeline Inc.'s plan reported $1.2M in assets and 89 participants for 2025.

Original filing (PDF)20260412153806NAL0020794322001

Treeline Inc.

Name: Treeline Inc. — Treeline Inc. 401(k) Plan, Form 5500 (2025)
Creator: Treeline Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Treeline Inc. 401(k) Plan

401(k) retirement plan · Treeline Inc.'s Treeline Inc. 401(k) Plan held $1.2M in plan assets for 89 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Mark Charest signed Treeline Inc.'s 2025 Form 5500 as plan administrator.

Mark Charest — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Treeline Inc.'s EIN is 01-0406928.

EIN 01-0406928

Plan number 001

Plan year 2025

ACK ID 20260412153806NAL0020794322001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Treeline Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Treeline Inc.'s plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREELINE INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off