How big is Urban Tree Specialists, LLC's plan?

Urban Tree Specialists, LLC's plan reported $635K in assets and 15 participants for 2024.

Original filing (PDF)20250717120832NAL0000257489001

Urban Tree Specialists, LLC

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

Form 5500-SF

FILING_RECEIVED

Urban Tree Specialists, LLC 401(k) Plan

401(k) retirement plan · Urban Tree Specialists, LLC's Urban Tree Specialists, LLC 401(k) Plan held $635K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$634K

People on this filing

BRET Cleveland signed Urban Tree Specialists, LLC's 2024 Form 5500 as plan administrator.

BRET Cleveland — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Urban Tree Specialists, LLC's EIN is 26-2056674.

EIN 26-2056674

Plan number 001

Plan year 2024

ACK ID 20250717120832NAL0000257489001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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