Original filing (PDF)20250529153629NAL0004907939001

LOST TREE PRESERVE, LLLP

Name: LOST TREE PRESERVE, LLLP — LOST TREE PRESERVE, LLLP 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LOST TREE PRESERVE, LLLP

Form 5500-SF

FILING_RECEIVED

LOST TREE PRESERVE, LLLP 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOST TREE PRESERVE, LLLP.

Plan sponsor

Name

LOST TREE PRESERVE, LLLP

EIN

20-1370167

Address

11300 US HIGHWAY ONE, SUITE 100 · PALM BEACH GARDENS, FL · 33408

Phone

(561) 626-9711

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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