How big is Journey Tree, LLC's plan?

Journey Tree, LLC's plan reported $913K in assets and 1 participants for 2025.

Original filing (PDF)20260521183322NAL0002768817001

Journey Tree, LLC

Name: Journey Tree, LLC — Journey Tree Retirement Plan, Form 5500 (2025)
Creator: Journey Tree, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Journey Tree Retirement Plan

401(k) retirement plan · Journey Tree, LLC's Journey Tree Retirement Plan held $913K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$913K

Net assets (EOY)

$913K

Plan identifiers

Journey Tree, LLC's EIN is 26-0808444.

EIN 26-0808444

Plan number 001

Plan year 2025

ACK ID 20260521183322NAL0002768817001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Journey Tree, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JOURNEY TREE, LLC

EIN

all filings

Address

975 OAK STREET, SUITE 785 · EUGENE, OR · 97401

Phone

(541) 485-3154

Industry

Finance & Insurance

Plan administrator