How big is Tree San Diego's plan?

Tree San Diego's plan reported $144K in assets and 5 participants for 2025.

Original filing (PDF)20260424220911NAL0006472225006

Tree San Diego

Name: Tree San Diego — Tree San Diego 401(k) Plan, Form 5500 (2025)
Creator: Tree San Diego
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tree San Diego 401(k) Plan

401(k) retirement plan · Tree San Diego's Tree San Diego 401(k) Plan held $144K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

Elantha Barry signed Tree San Diego's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 San Diego's EIN is 46-5183143.

EIN 46-5183143

Plan number 001

Plan year 2025

ACK ID 20260424220911NAL0006472225006

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tree San Diego from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tree San Diego's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 SAN DIEGO.

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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