How big is Apple Tree Dental's plan?

Apple Tree Dental's plan reported $680K in assets and 5 participants for 2025.

Original filing (PDF)20260428132900NAL0015599952001

Apple Tree Dental

Name: Apple Tree Dental — Apple Tree Dental 401(k) Plan, Form 5500 (2025)
Creator: Apple Tree Dental
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apple Tree Dental 401(k) Plan

401(k) retirement plan · Apple Tree Dental's Apple Tree Dental 401(k) Plan held $680K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$680K

Net assets (EOY)

$680K

People on this filing

Brandy Wagner signed Apple Tree Dental's 2025 Form 5500 as plan administrator.

Brandy Wagner — 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

Apple Tree Dental's EIN is 27-1901200.

EIN 27-1901200

Plan number 001

Plan year 2025

ACK ID 20260428132900NAL0015599952001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Apple Tree Dental'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 APPLE TREE DENTAL.

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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 (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

APPLE TREE DENTAL

EIN

all filings

Address

33 WINN DRIVE · SUITE 2 · REXBURG, ID · 83440

Phone

(208) 541-2006

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator