How big is Ability Tree Experts' plan?

Ability Tree Experts' plan reported $171K in assets and 3 participants for 2024.

Original filing (PDF)20250709094456NAL0003235779001

Ability Tree Experts

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

Form 5500-SF

FILING_RECEIVED

Ability Tree Experts 401(k) Plan

401(k) retirement plan · Ability Tree Experts' Ability Tree Experts 401(k) Plan held $171K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

People on this filing

Louis Flory signed Ability Tree Experts' 2024 Form 5500 as plan administrator.

Louis Flory — 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

Ability Tree Experts' EIN is 27-4155487.

EIN 27-4155487

Plan number 001

Plan year 2024

ACK ID 20250709094456NAL0003235779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ability Tree Experts' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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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