How big is Apple Tree LLC's plan?

Apple Tree LLC's plan reported $1.6M in assets and 10 participants for 2024.

Original filing (PDF)20250807052422NAL0003145249001

Apple Tree LLC

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

Form 5500-SF

FILING_RECEIVED

Apple Tree LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Apple Tree LLC's Apple Tree LLC 401(k) Profit Sharing Plan and Trust held $1.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Melissa Black signed Apple Tree LLC's 2024 Form 5500 as plan administrator.

Melissa Black — 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

Apple Tree LLC's EIN is 20-1832941.

EIN 20-1832941

Plan number 001

Plan year 2024

ACK ID 20250807052422NAL0003145249001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Apple 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 APPLE 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