Original filing (PDF)20250529120553NAL0007310881001

ASPEN URBAN FORESTRY, INC.

Name: ASPEN URBAN FORESTRY, INC. — ASPEN URBAN FORESTRY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ASPEN URBAN FORESTRY, INC.

Form 5500-SF

FILING_RECEIVED

ASPEN URBAN FORESTRY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 ASPEN URBAN FORESTRY, INC..

Plan sponsor

Name

ASPEN URBAN FORESTRY, INC.

EIN

20-8140829

Address

690 ADDISON SQUARE · KALISPELL, MT · 59901

Phone

(406) 752-0458

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

THE AMERICAN CHESTNUT FOUNDATION

AMERICAN CHESTNUT FOUNDATION 403(B) DC PLAN

$2.3M · 27 participants

U.S. LUMBER COALITION INC.

U.S. LUMBER COALITION INC. 401(K) P/S PLAN

$2.3M · 2 participants

LOMAKATSI RESTORATION PROJECT

LOMAKATSI 401(K) PLAN

$2.3M · 63 participants

21ST CENTURY PARKS, INC.

21ST CENTURY PARKS, INC. 401(K) PLAN

$2.4M · 62 participants

TREES ON THE MOVE, INC.

TREES ON THE MOVE, INC. 401(K) PLAN

$2.4M · 97 participants