· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
A TREE OF KNOWLEDGE — A TREE OF KNOWLEDGE EDUCATIONAL SERVICES, INC. 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250605175430NAL0009327587001
A TREE OF KNOWLEDGE
Form 5500-SF
FILING_RECEIVED
A TREE OF KNOWLEDGE EDUCATIONAL SERVICES, INC. 401K PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$160K
Net assets (EOY)
$160K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
A TREE OF KNOWLEDGE
.
Find decision makers
Plan sponsor
Name
A TREE OF KNOWLEDGE
EIN
20-5554673
Address
10600 SEPULVEDA BLVD · BLVD 107 · MISSION HILLS, CA · 91345
Phone
(818) 256-1667
Industry
Other Services (ex. Public Admin)
see 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
2025-06-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
LYNN PROPERTY MANAGEMENT LLC
LYNN PROPERTY MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$160K · 11 participants
STANFORD CAMPAIGNS
STANFORD CAMPAIGNS 401(K) PROFIT SHARING PLAN & TRUST
$160K · 6 participants
CLEAR SKIES TITLE AGENCY
CLEAR SKIES TITLE AGENCY 401(K) PROFIT SHARING PLAN & TRUST
$160K · 25 participants
NIHA TECHNOLOGIES INC
NIHA TECHNOLOGIES
$160K · 48 participants
TSANG INC
TSANG INC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$160K · 9 participants
TILE IN STYLE SUPPLY LLC
TILE IN STYLE SUPPLY LLC 401(K) PROFIT SHARING PLAN & TRUST
$160K · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
