How big is Southern Shade Tree Co. Inc.'s plan?

Southern Shade Tree Co. Inc.'s plan reported $1.2M in assets and 238 participants for 2024.

Original filing (PDF)20250829090623NAL0011040257001

Southern Shade Tree Co. Inc.

Name: Southern Shade Tree Co. Inc. — Southern Shade Tree, Form 5500 (2024)
Creator: Southern Shade Tree Co. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Shade Tree 401(k) Plan

401(k) retirement plan · Southern Shade Tree Co. Inc.'s Southern Shade Tree 401(k) Plan held $1.2M in plan assets for 238 participants in 2024.

Signals · 1

No auditor on file

Active participants

238

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Southern Shade Tree Co. Inc.'s EIN is 57-1092317.

EIN 57-1092317

Plan number 001

Plan year 2024

ACK ID 20250829090623NAL0011040257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern Shade Tree Co. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Shade Tree Co. Inc.'s plan includes 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 SOUTHERN SHADE TREE CO. INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score