How big is Lone Tree Mutual Water Company's plan?

Lone Tree Mutual Water Company's plan reported $787K in assets and 7 participants for 2024.

Original filing (PDF)20250716112704NAL0003070961001

Lone Tree Mutual Water Company

Name: Lone Tree Mutual Water Company — Lone Tree MWC, Form 5500 (2024)
Creator: Lone Tree Mutual Water Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lone Tree MWC 401(k) Plan

401(k) retirement plan · Lone Tree Mutual Water Company's Lone Tree MWC 401(k) Plan held $787K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$787K

Net assets (EOY)

$787K

Plan identifiers

Lone Tree Mutual Water Company's EIN is 77-0268373.

EIN 77-0268373

Plan number 001

Plan year 2024

ACK ID 20250716112704NAL0003070961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lone Tree Mutual Water Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lone Tree Mutual Water Company'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 LONE TREE MUTUAL WATER COMPANY.

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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