How big is Greentree Financial Group, Inc.'s plan?

Greentree Financial Group, Inc.'s plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20251010041104NAL0004342227001

Greentree Financial Group, Inc.

Name: Greentree Financial Group, Inc. — Greentree Financia, Form 5500 (2024)
Creator: Greentree Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greentree Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Greentree Financial Group, Inc.'s Greentree Financial Group, Inc. 401(k) Plan held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Greentree Financial Group, Inc.'s EIN is 65-0934329.

EIN 65-0934329

Plan number 001

Plan year 2024

ACK ID 20251010041104NAL0004342227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greentree Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greentree Financial Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREENTREE FINANCIAL GROUP, INC..

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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