How big is Fonterra Tree Inc.'s plan?

Fonterra Tree Inc.'s plan reported $6K in assets and 44 participants for 2024.

Original filing (PDF)20250721194557NAL0004072098001

Fonterra Tree Inc.

Name: Fonterra Tree Inc. — Fonterra Tree in 401(k) Plan, Form 5500 (2024)
Creator: Fonterra Tree Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fonterra Tree in 401(k) Plan

401(k) retirement plan · Fonterra Tree Inc.'s Fonterra Tree in 401(k) Plan held $6K in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Shirley Horner signed Fonterra Tree Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Fonterra Tree Inc.'s EIN is 81-4778038.

EIN 81-4778038

Plan number 001

Plan year 2024

ACK ID 20250721194557NAL0004072098001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fonterra Tree Inc.'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 FONTERRA TREE INC.

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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