Original filing (PDF)20240505071536NAL0022328179001

BRANDING TREE INC

Name: BRANDING TREE INC — BRANDING TREE INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: BRANDING TREE INC

Form 5500-SF

FILING_RECEIVED

BRANDING TREE INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRANDING TREE INC.

Plan sponsor

Name

BRANDING TREE INC

EIN

80-0704569

Address

145 VALLE VISTA AVE - STE K · VALLEJO, CA · 945902952

Phone

(707) 554-6694

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

ALLISON LIEBERMAN, LMFT, INC

ALLISON LIEBERMAN, LMFT, INC 401(K) PLAN

$22K · 5 participants

CROSBY BAKERY INC

CROSBY BAKERY INC 401(K) PROFIT SHARING PLAN & TRUST

$22K · 9 participants

NEIGHBORHOOD PAWN OF MONROVIA

NEIGHBORHOOD PAWN OF MONROVIA 401(K) PROFIT SHARING PLAN & TRUST

$22K · 14 participants

PROPONENT LLC.

PROPONENT 401(K) PLAN

$22K · 1 participants

IMPERIALL, INC.

IMPERIALL, INC. RETIREMENT TRUST

$22K · 127 participants