How big is The Tree Connection, Inc.'s plan?

The Tree Connection, Inc.'s plan reported $424K in assets and 3 participants for 2024.

Original filing (PDF)20251010103611NAL0004508083001

The Tree Connection, Inc.

Name: The Tree Connection, Inc. — The Tree Connection, Form 5500 (2024)
Creator: The Tree Connection, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Tree Connection, Inc. Cash Balance Plan

Defined-benefit pension plan · The Tree Connection, Inc.'s The Tree Connection, Inc. Cash Balance Plan held $424K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$424K

Net assets (EOY)

$424K

People on this filing

Diana Matusik signed The Tree Connection, Inc.'s 2024 Form 5500 as plan administrator.

Diana Matusik — 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

The Tree Connection, Inc.'s EIN is 20-0020930.

EIN 20-0020930

Plan number 002

Plan year 2024

ACK ID 20251010103611NAL0004508083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Tree Connection, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Tree Connection, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score