QIAN LIU signed Treez Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Treez Inc.'s EIN is 81-2793000.
Download the official 2024 Form 5500 (PDF) for Treez Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Treez Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Adm Class | Mutual Funds | — | — | $939K | 44.4% | |
| Vanguard Funds Developed Markets Index Adm | Mutual Funds | — | — | $406K | 19.2% | |
| Vanguard Group Bond Index Admiral Class | Mutual Funds | — | — | $282K | 13.3% | |
| Vanguard Emerging Markets Stk Adm Cl | Mutual Funds | — | — | $202K | 9.5% | |
| Vanguard Specialized Div Reit Index Fund Adm Shs | Common Collective Trusts | — | — | $97K | 4.6% | |
| Vanguard Funds Total International Bond Index | Mutual Funds | — | — | $94K | 4.4% | |
| participant account balance | Other securities | — | — | $32K | 1.5% | |
| Vanguard Group Growth Index Adm | Mutual Funds | — | — | $23K | 1.1% | |
| Vanguard Group Index 500 Admiral | Mutual Funds | — | — | $17K | 0.8% | |
| Vanguard Group Reserve Fed Mm Fd | Mutual Funds | — | — | $11K | 0.5% | |
| Vanguard Information Technology Index Adm | Mutual Funds | — | — | $6K | 0.3% | |
| Vanguard Short-Term Inflation Prot Securities Index Adm | Mutual Funds | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
