How big is Newport Tree Conservancy's plan?

Newport Tree Conservancy's plan reported $238K in assets and 3 participants for 2025.

Original filing (PDF)20260507073620NAL0002751313001

Newport Tree Conservancy

Name: Newport Tree Conservancy — Newport Tree Conservancy, Form 5500 (2025)
Creator: Newport Tree Conservancy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newport Tree Conservancy 401(k) Plan

401(k) retirement plan · Newport Tree Conservancy's Newport Tree Conservancy 401(k) Plan held $238K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

Natasha Harrison signed Newport Tree Conservancy's 2025 Form 5500 as plan administrator.

Natasha Harrison — 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

Newport Tree Conservancy's EIN is 05-3463871.

EIN 05-3463871

Plan number 001

Plan year 2025

ACK ID 20260507073620NAL0002751313001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Newport Tree Conservancy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

NEWPORT TREE CONSERVANCY

EIN

all filings

Address

10 REDWOOD ST THIRD FL · NEWPORT, RI · 02840

Phone

(401) 312-2069

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator