How big is Ability Tree Experts' plan?

Ability Tree Experts' plan reported $810K in assets and 2 participants for 2024.

Original filing (PDF)20251006184737NAL0003907297001

Ability Tree Experts

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

Form 5500-SF

FILING_RECEIVED

Ability Tree Experts Cash Balance Plan

Defined-benefit pension plan · Ability Tree Experts' Ability Tree Experts Cash Balance Plan held $810K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$810K

Net assets (EOY)

$810K

Plan identifiers

Ability Tree Experts' EIN is 27-4155487.

EIN 27-4155487

Plan number 002

Plan year 2024

ACK ID 20251006184737NAL0003907297001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score