How big is Loving Tree Academy's plan?

Loving Tree Academy's plan reported $138K in assets and 4 participants for 2024.

Original filing (PDF)20251010112121NAL0004548163001

Loving Tree Academy

Name: Loving Tree Academy — Loving Tree Academy 401(k), Form 5500 (2024)
Creator: Loving Tree Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loving Tree Academy 401(k) Plan

Defined-contribution retirement plan · Loving Tree Academy's Loving Tree Academy 401(k) Plan held $138K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

People on this filing

Richard Tatum signed Loving Tree Academy's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Loving Tree Academy's EIN is 81-1786369.

EIN 81-1786369

Plan number 001

Plan year 2024

ACK ID 20251010112121NAL0004548163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Loving Tree Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Loving Tree Academy's plan includes ERISA 404(c) participant direction, 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 LOVING TREE ACADEMY.

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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