Lone Tree Wealth Management

Henry G Carpenter signed Lone Tree Wealth Management's 2025 Form 5500 as plan administrator.

• Henry G Carpenter — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Lone Tree Wealth Management's EIN is 47-5363098.

Download the official 2025 Form 5500 (PDF) for Lone Tree Wealth Management from the U.S. Department of Labor's EFAST2 system.

Lone Tree Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, a 401(k) feature.