How big is Tree City Advisors, LLC's plan?

Tree City Advisors, LLC's plan reported $175K in assets and 3 participants for 2023.

Original filing (PDF)20241012132247NAL0011767075001

Tree City Advisors, LLC

Name: Tree City Advisors, LLC — Tree City Advisors 401(k), Form 5500 (2023)
Creator: Tree City Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tree City Advisors 401(k) Plan

401(k) retirement plan · Tree City Advisors, LLC's Tree City Advisors 401(k) Plan held $175K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

People on this filing

Brian J. Wiley signed Tree City Advisors, LLC's 2023 Form 5500 as plan administrator.

Brian J. Wiley — 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 City Advisors, LLC's EIN is 47-4292326.

EIN 47-4292326

Plan number 001

Plan year 2023

ACK ID 20241012132247NAL0011767075001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Tree City Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Tree City Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREE CITY ADVISORS, LLC.

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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