How big is Alder Tree Holdings, LLC DBA MOR's plan?

Alder Tree Holdings, LLC DBA MOR's plan reported $138K in assets and 3 participants for 2024.

Original filing (PDF)20251017194110NAL0010095312001

Alder Tree Holdings, LLC DBA MOR

Name: Alder Tree Holdings, LLC DBA MOR — Alder Tree, Form 5500 (2024)
Creator: Alder Tree Holdings, LLC DBA MOR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alder Tree Holdings 401(k) Plan

401(k) retirement plan · Alder Tree Holdings, LLC DBA MOR's Alder Tree Holdings 401(k) Plan held $138K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

People on this filing

Travis Morris signed Alder Tree Holdings, LLC DBA MOR's 2024 Form 5500 as plan administrator.

Travis Morris — 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

Alder Tree Holdings, LLC DBA MOR's EIN is 46-2287073.

EIN 46-2287073

Plan number 001

Plan year 2024

ACK ID 20251017194110NAL0010095312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alder Tree Holdings, LLC DBA MOR from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alder Tree Holdings, LLC DBA MOR'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 ALDER TREE HOLDINGS, LLC DBA MOR.

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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