How big is Red Tree CPAS' plan?

Red Tree CPAS' plan reported $1.1M in assets and 11 participants for 2025.

Original filing (PDF)20260122142222NAL0002385315001

Red Tree CPAS

Name: Red Tree CPAS — Red Tree CPAS 401(k) Plan, Form 5500 (2025)
Creator: Red Tree CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Red Tree CPAS 401(k) Plan

401(k) retirement plan · Red Tree CPAS' Red Tree CPAS 401(k) Plan held $1.1M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Red Tree CPAS' EIN is 81-0392178.

EIN 81-0392178

Plan number 001

Plan year 2025

ACK ID 20260122142222NAL0002385315001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Red Tree CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Red Tree CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RED TREE CPAS.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

RED TREE CPAS

EIN

all filings

Address

2222 BROADWATER AVE. · BILLINGS, MT · 59102

Phone

(406) 656-7359

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-01-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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