How big is The Big Tree LLC's plan?

The Big Tree LLC's plan reported $588K in assets and 5 participants for 2024.

Original filing (PDF)20251009082535NAL0006677025001

The Big Tree LLC

Name: The Big Tree LLC — The Big Tree 401(k) Plan, Form 5500 (2024)
Creator: The Big Tree LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Big Tree 401(k) Plan

401(k) retirement plan · The Big Tree LLC's The Big Tree 401(k) Plan held $588K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$588K

Net assets (EOY)

$588K

People on this filing

Sheila Lloyd signed The Big Tree LLC's 2024 Form 5500 as plan administrator.

Sheila Lloyd — 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 Big Tree LLC's EIN is 20-0796464.

EIN 20-0796464

Plan number 001

Plan year 2024

ACK ID 20251009082535NAL0006677025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Big Tree LLC'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 THE BIG TREE LLC.

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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