Back to filter
Original filing (PDF)20250917105127NAL0000200003006
NUT TREE CAPITAL MANAGEMENT, LP
Form 5500-SF
FILING_RECEIVED
NUT TREE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
15
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUT TREE CAPITAL MANAGEMENT, LP.
Plan sponsor
Name
NUT TREE CAPITAL MANAGEMENT, LP
EIN
61-1764038
Address
55 HUDSON YARDS, · 22ND FLOOR · NEW YORK, NY · 10001
Phone
(212) 418-1290
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
MAR VISTA INVESTMENT PARTNERS LLC
MAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN
$5.9M · 8 participants
JOHN D. DOVICH & ASSOCIATES, LLC
JOHN D. DOVICH & ASSOCIATES PROFIT SHARING PLAN
$5.9M · 3 participants
A.G. HILL PARTNERS, LLC
A.G. HILL PARTNERS, LLC RETIREMENT SAVINGS PLAN
$5.9M · 21 participants
CORPORATE SOLUTIONS GROUP
CORPORATE SOLUTIONS GROUP PROFIT-SHARING 401(K) PLAN
$5.9M · 21 participants
XPONANCE, INC.
XPONANCE, INC. 401(K) PROFIT SHARING PLAN
$5.9M · 45 participants
LEGACY FINANCIAL ADVISORS, INC.
LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN
$5.9M · 21 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B