How big is Independent Tree LLC's plan?

Independent Tree LLC's plan reported $635K in assets and 14 participants for 2024.

Original filing (PDF)20251014114242NAL0002666657001

Independent Tree LLC

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

Form 5500-SF

FILING_RECEIVED

Independent Tree LLC 401(k) PS Plan

401(k) retirement plan · Independent Tree LLC's Independent Tree LLC 401(k) PS Plan held $635K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

Plan identifiers

Independent Tree LLC's EIN is 20-2495440.

EIN 20-2495440

Plan number 001

Plan year 2024

ACK ID 20251014114242NAL0002666657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independent Tree LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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