Original filing (PDF)20250224140354NAL0009806705001

TRUST TREE LEGAL PC

Name: TRUST TREE LEGAL PC — TRUST TREE LEGAL PC 401K PLAN, Form 5500 (2023)
Creator: TRUST TREE LEGAL PC

Form 5500-SF

FILING_RECEIVED

TRUST TREE LEGAL PC 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUST TREE LEGAL PC.

Plan sponsor

Name

TRUST TREE LEGAL PC

EIN

47-2499899

Address

798 BERRY ROAD #41400 · NASHVILLE, TN · 37204

Phone

(615) 746-7467

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-02-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MARC R. MAY ATTORNEY AT LAW, PC

MARC R. MAY DEFINED BENEFIT PENSION PLAN

$1.2M · 3 participants

GREENFIELD, LLP

GREENFIELD LLP 401(K) PLAN

$1.2M · 8 participants

RITTENHOUSE LAW, LLC

RITTENHOUSE LAW, LLC 401(K) PLAN

$1.2M · 9 participants

NASH CONNORS, PC

NASH CONNORS, PC RETIREMENT PLAN

$1.2M · 8 participants

EIDEN & HATFIELD LLC

EIDEN & HATFIELD LLC 401(K) PLAN

$1.2M · 5 participants