How big is Osborn Tree LLC's plan?

Osborn Tree LLC's plan reported $83K in assets and 8 participants for 2025.

Original filing (PDF)20260415065129NAL0016805553001

Osborn Tree LLC

Name: Osborn Tree LLC — Osborn Tree LLC 401(k) Profit, Form 5500 (2025)
Creator: Osborn Tree LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Osborn Tree LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Osborn Tree LLC's Osborn Tree LLC 401(k) Profit Sharing Plan & Trust held $83K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

People on this filing

GREG Osborn signed Osborn Tree LLC's 2025 Form 5500 as plan administrator.

GREG Osborn — 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

Osborn Tree LLC's EIN is 47-5618354.

EIN 47-5618354

Plan number 001

Plan year 2025

ACK ID 20260415065129NAL0016805553001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Osborn Tree LLC'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 OSBORN TREE 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

Knocking points off