A Plus Tree Incorporated's EIN is 26-2565675.
Download the official 2022 Form 5500 (PDF) for A Plus Tree Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)A Plus Tree Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC | 43-1451524 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Total Stock Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $2.2M | 52.5% | |
| Vanguard Tot Bd Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $712K | 17.0% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $652K | 15.6% | |
| Standard Stable Asset D Group Annuity Contract | Common Stocks | — | — | $403K | 9.6% | |
| Notes Receivable from Participants 3.25% - 4.75% | Bonds / Notes | — | — | $128K | 3.0% | |
| Vanguard EmergMktStkIdx Adm Mutual Fund | Mutual Funds | — | — | $72K | 1.7% | |
| Vanguard Equity Income Adm Mutual Fund 426 Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $10K | 0.2% | |
| T.Rowe Price Blue Chip Gr I Mutual Fund | Other securities | — | — | $4K | 0.1% | |
| Fidelity Mid Cap Index Mutual Fund 311 Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
