How big is Treewise Consulting Inc.'s plan?

Treewise Consulting Inc.'s plan reported $55K in assets and 3 participants for 2025.

Original filing (PDF)20260427220948NAL0005080675029

Treewise Consulting Inc.

Name: Treewise Consulting Inc. — Treewise Consulting, Form 5500 (2025)
Creator: Treewise Consulting Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Treewise Consulting 401(k) Plan

401(k) retirement plan · Treewise Consulting Inc.'s Treewise Consulting 401(k) Plan held $55K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Elantha Barry signed Treewise Consulting Inc.'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

Treewise Consulting Inc.'s EIN is 47-4304678.

EIN 47-4304678

Plan number 001

Plan year 2025

ACK ID 20260427220948NAL0005080675029

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Treewise Consulting Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Treewise Consulting Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (96th percentile).

Plan sponsor

Name

TREEWISE CONSULTING INC

EIN

all filings

Address

708 W BIANCHI RD · STOCKTON, CA · 95207

Phone

(925) 464-1624

Industry

Admin Support & Waste Mgmt

Plan administrator