How big is ELM Tree Funds LLC's plan?

ELM Tree Funds LLC's plan reported $8.2M in assets and 52 participants for 2024.

Original filing (PDF)20250627085313NAL0022395762001

ELM Tree Funds LLC

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

Form 5500-SF

FILING_RECEIVED

ELM Tree Funds LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · ELM Tree Funds LLC's ELM Tree Funds LLC 401(k) Profit Sharing Plan and Trust held $8.2M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Laurie Allen signed ELM Tree Funds LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

ELM Tree Funds LLC's EIN is 45-2591980.

EIN 45-2591980

Plan number 001

Plan year 2024

ACK ID 20250627085313NAL0022395762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ELM Tree Funds LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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