How big is Expert Tree, LLC's plan?

Expert Tree, LLC's plan reported $245K in assets and 3 participants for 2024.

Original filing (PDF)20250715145402NAL0002328929001

Expert Tree, LLC

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

Form 5500-SF

FILING_RECEIVED

Expert Tree, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Expert Tree, LLC's Expert Tree, LLC 401(k) Profit Sharing Plan held $245K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

Jules Goodman signed Expert Tree, LLC's 2024 Form 5500 as plan administrator.

Jules Goodman — 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

Expert Tree, LLC's EIN is 82-0671100.

EIN 82-0671100

Plan number 001

Plan year 2024

ACK ID 20250715145402NAL0002328929001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Expert Tree, 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 EXPERT TREE, LLC.

Finding similar companies…

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