How big is Independent Tree LLC's plan?

Independent Tree LLC's plan reported $416K in assets and 15 participants for 2024.

Original filing (PDF)20250903135218NAL0026091264001

Independent Tree LLC

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

Form 5500-SF

FILING_RECEIVED

Independent Tree LLC Cash Balance Pension Plan

Defined-benefit pension plan · Independent Tree LLC's Independent Tree LLC Cash Balance Pension Plan held $416K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$416K

Net assets (EOY)

$416K

Plan identifiers

Independent Tree LLC's EIN is 20-2495440.

EIN 20-2495440

Plan number 002

Plan year 2024

ACK ID 20250903135218NAL0026091264001

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 a defined-benefit pension formula, a cash-balance formula.

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 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