How big is Lone Tree Services, LLC's plan?

Lone Tree Services, LLC's plan reported $19K in assets and 117 participants for 2024.

Original filing (PDF)20251008121032NAL0002985107001

Lone Tree Services, LLC

Name: Lone Tree Services, LLC — Lone Tree Services, LLC, Form 5500 (2024)
Creator: Lone Tree Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lone Tree Services, LLC 401(k) Plan

401(k) retirement plan · Lone Tree Services, LLC's Lone Tree Services, LLC 401(k) Plan held $19K in plan assets for 117 participants in 2024.

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan identifiers

Lone Tree Services, LLC's EIN is 81-4774368.

EIN 81-4774368

Plan number 001

Plan year 2024

ACK ID 20251008121032NAL0002985107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lone Tree Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lone Tree Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score