How big is Holly Tree Condominium Trust's plan?

Holly Tree Condominium Trust's plan reported $294K in assets and 26 participants for 2024.

Original filing (PDF)20250618080057NAL0005776322001

Holly Tree Condominium Trust

Name: Holly Tree Condominium Trust — Holly Tree 401(k), Form 5500 (2024)
Creator: Holly Tree Condominium Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holly Tree 401(k) Plan

401(k) retirement plan · Holly Tree Condominium Trust's Holly Tree 401(k) Plan held $294K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

People on this filing

Brian Ohearn signed Holly Tree Condominium Trust's 2024 Form 5500 as plan administrator.

Brian Ohearn — 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

Holly Tree Condominium Trust's EIN is 04-3109049.

EIN 04-3109049

Plan number 001

Plan year 2024

ACK ID 20250618080057NAL0005776322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holly Tree Condominium Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holly Tree Condominium Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLLY TREE CONDOMINIUM TRUST.

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Plan health score

Top-tier plan health

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