Original filing (PDF)20250718075912NAL0001982512001

TREES FOREVER, INC.

Name: TREES FOREVER, INC. — TREES FOREVER 403(B) PLAN, Form 5500 (2024)
Creator: TREES FOREVER, INC.

Form 5500-SF

FILING_RECEIVED

TREES FOREVER 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREES FOREVER, INC..

Plan sponsor

Name

TREES FOREVER, INC.

EIN

42-1419181

Address

80 W 8TH AVE · MARION, IA · 523022718

Phone

(319) 373-0650

Industry

Educational Servicessee all

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

PARTNERSHIP FOR ART AT THE CORE OF EDUCATION

ARTSPACE CHARTER SCHOOL EMPLOYEE 401(K) PLAN

$3.1M · 80 participants

NATURAL RESOURCE GOVERANCE INSTITUTE

NATURAL RESOURCE GOVERNANCE INSTITUTE 403(B) PLAN

$3.1M · 12 participants

CHESAPEAKE REGION SAFETY COUNCIL

CHESAPEAKE REGION SAFETY COUNCIL 403(B) PLAN

$3.1M · 30 participants

ACADEMIC ANALYTICS, LLC

ACADEMIC ANALYTICS, LLC PROFIT SHARING PLAN

$3.1M · 82 participants

SAKLAN VALLEY SCHOOL