How big is Treehouse Financial, LLC's plan?

Treehouse Financial, LLC's plan reported $4.4M in assets and 3 participants for 2025.

Original filing (PDF)20260429123843NAL0006170083001

Treehouse Financial, LLC

Name: Treehouse Financial, LLC — Treehouse Financial, LLC, Form 5500 (2025)
Creator: Treehouse Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Treehouse Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Treehouse Financial, LLC's Treehouse Financial, LLC 401(k) Profit Sharing Plan held $4.4M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Matthew S. Rowntree signed Treehouse Financial, LLC's 2025 Form 5500 as plan administrator.

Matthew S. Rowntree — 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

Treehouse Financial, LLC's EIN is 27-2574124.

EIN 27-2574124

Plan number 001

Plan year 2025

ACK ID 20260429123843NAL0006170083001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Treehouse Financial, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

TREEHOUSE FINANCIAL, LLC

EIN

all filings

Address

2701 BROWN TRAIL SUITE 108 · BEDFORD, TX · 76021

Phone

(682) 738-3220

Industry

Finance & Insurance

Plan administrator