How big is The Treeist's plan?

The Treeist's plan reported $108K in assets and 33 participants for 2024.

Original filing (PDF)20250718151140NAL0002870928001

The Treeist

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

Form 5500-SF

FILING_RECEIVED

The Treeist 401(k) Plan

401(k) retirement plan · The Treeist's The Treeist 401(k) Plan held $108K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

People on this filing

Marcus Bowie signed The Treeist's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

The Treeist's EIN is 35-2666198.

EIN 35-2666198

Plan number 001

Plan year 2024

ACK ID 20250718151140NAL0002870928001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Treeist's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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.

Plan sponsor

Name

THE TREEIST

EIN

all filings

Address

1200 HATCH ROAD · CHAPEL HILL, NC · 27516

Phone

(919) 260-8970

Industry

Agriculture, Forestry, Fishing, Hunting

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

2025-07-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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