How big is Hall Tree's plan?

Hall Tree's plan reported $133K in assets and 9 participants for 2024.

Original filing (PDF)20250531124823NAL0008649505001

Hall Tree

Name: Hall Tree — Hall Tree 401(k) Plan, Form 5500 (2024)
Creator: Hall Tree
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hall Tree 401(k) Plan

401(k) retirement plan · Hall Tree's Hall Tree 401(k) Plan held $133K in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

Plan identifiers

Hall Tree's EIN is 27-3364466.

EIN 27-3364466

Plan number 001

Plan year 2024

ACK ID 20250531124823NAL0008649505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hall Tree's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

HALL TREE

EIN

all filings

Address

11494 HIGHLAND AVE. · TRUCKEE, CA · 96161

Phone

(530) 320-8061

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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