How big is The Learning Tree, LLC's plan?

The Learning Tree, LLC's plan reported $1.0M in assets and 2 participants for 2024.

Original filing (PDF)20251015163725NAL0006792048001

The Learning Tree, LLC

Name: The Learning Tree, LLC — The Learning Tree, LLC, Form 5500 (2024)
Creator: The Learning Tree, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Learning Tree, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Learning Tree, LLC's The Learning Tree, LLC 401(k) Profit Sharing Plan held $1.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jonathan Girson signed The Learning Tree, LLC's 2024 Form 5500 as plan administrator.

Jonathan Girson — 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

The Learning Tree, LLC's EIN is 48-1174012.

EIN 48-1174012

Plan number 001

Plan year 2024

ACK ID 20251015163725NAL0006792048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Learning Tree, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Learning Tree, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 THE LEARNING 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

Helping the score