How big is Tree Associates Incorporated's plan?

Tree Associates Incorporated's plan reported $371K in assets and 28 participants for 2024.

Original filing (PDF)20250710132212NAL0009205904001

Tree Associates Incorporated

Name: Tree Associates Incorporated — Tree Associates, Inc., Form 5500 (2024)
Creator: Tree Associates Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tree Associates, Inc. 401(k) Plan

401(k) retirement plan · Tree Associates Incorporated's Tree Associates, Inc. 401(k) Plan held $371K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

People on this filing

Kathryn Fisher signed Tree Associates Incorporated's 2024 Form 5500 as plan administrator.

Kathryn Fisher — 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 Associates Incorporated's EIN is 47-4231481.

EIN 47-4231481

Plan number 001

Plan year 2024

ACK ID 20250710132212NAL0009205904001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tree Associates Incorporated'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 ASSOCIATES INCORPORATED.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

TREE ASSOCIATES INCORPORATED

EIN

all filings

Address

17280 BOONES FERRY ROAD · LAKE OSWEGO, OR · 97035

Phone

(503) 358-8754

Industry

Construction

Plan administrator