How big is Treetop Asset Management Group's plan?

Treetop Asset Management Group's plan reported $1K in assets and 5 participants for 2023.

Original filing (PDF)20250327132843NAL0017366337001

Treetop Asset Management Group

Name: Treetop Asset Management Group — Treetop Asset, Form 5500 (2023)
Creator: Treetop Asset Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Treetop Asset Management Group SOCA Benefit Plan

Health & welfare plan · Treetop Asset Management Group's Treetop Asset Management Group SOCA Benefit Plan held $1K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$311

People on this filing

Matt Appenzeller signed Treetop Asset Management Group's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Treetop Asset Management Group's EIN is 81-3826612.

EIN 81-3826612

Plan number 501

Plan year 2023

ACK ID 20250327132843NAL0017366337001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Treetop Asset Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Treetop Asset Management Group's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREETOP ASSET MANAGEMENT GROUP.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score