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

Urban Tree Management, LLC's plan reported $1.6M in assets and 298 participants for 2024.

Original filing (PDF)20260216142037NAL0005959122001

Urban Tree Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Urban Tree Management 401(k) Plan

401(k) retirement plan · Urban Tree Management, LLC's Urban Tree Management 401(k) Plan held $1.6M in plan assets for 298 participants in 2024.

Signals · 2

Late filing · 3.0 moNo auditor on file

Active participants

298

Accounts w/ balance

255

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Arielle Yehudah signed Urban Tree Management, LLC's 2024 Form 5500 as plan administrator.

Arielle Yehudah — 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 Management, LLC's EIN is 27-2821617.

EIN 27-2821617

Plan number 003

Plan year 2024

ACK ID 20260216142037NAL0005959122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Urban Tree Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MANAGEMENT, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 3.0 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score