How big is Tree Trust's plan?

Tree Trust's plan reported $2.6M in assets and 78 participants for 2024.

Original filing (PDF)20250925131733NAL0009220496001

Tree Trust

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

Form 5500-SF

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of Tree Trust

401(k) retirement plan · Tree Trust's 401(k) Profit Sharing Plan for Employees of Tree Trust held $2.6M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Anders Hawes signed Tree Trust's 2024 Form 5500 as plan administrator.

Anders Hawes — 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

Tree Trust's EIN is 41-1291626.

EIN 41-1291626

Plan number 003

Plan year 2024

ACK ID 20250925131733NAL0009220496001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tree Trust's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

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

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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

TREE TRUST

EIN

all filings

Address

1419 ENERGY PARK DR · SAINT PAUL, MN · 551085204

Phone

(952) 767-3880

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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