How big is Trust Tree Legal PC's plan?

Trust Tree Legal PC's plan reported $1.2M in assets and 3 participants for 2023.

Original filing (PDF)20250224140354NAL0009806705001

Trust Tree Legal PC

Name: Trust Tree Legal PC — Trust Tree Legal PC 401(k), Form 5500 (2023)
Creator: Trust Tree Legal PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trust Tree Legal PC 401(k) Plan

401(k) retirement plan · Trust Tree Legal PC's Trust Tree Legal PC 401(k) Plan held $1.2M in plan assets for 3 participants in 2023.

Signals · 1

Late filing · 3.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

William Ferrell signed Trust Tree Legal PC's 2023 Form 5500 as plan administrator.

William Ferrell — 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

Trust Tree Legal PC's EIN is 47-2499899.

EIN 47-2499899

Plan number 001

Plan year 2023

ACK ID 20250224140354NAL0009806705001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trust Tree Legal PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trust Tree Legal PC'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 TRUST TREE LEGAL PC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off