How big is Tree Professional, Inc.'s plan?

Tree Professional, Inc.'s plan reported $308K in assets and 88 participants for 2024.

Original filing (PDF)20250721155600NAL0001713777001

Tree Professional, Inc.

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

Form 5500-SF

FILING_RECEIVED

Tree Professional, Inc. 401(k) Plan

401(k) retirement plan · Tree Professional, Inc.'s Tree Professional, Inc. 401(k) Plan held $308K in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

People on this filing

LORI Quillen signed Tree Professional, Inc.'s 2024 Form 5500 as plan administrator.

LORI Quillen — 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

Tree Professional, Inc.'s EIN is 82-3624868.

EIN 82-3624868

Plan number 001

Plan year 2024

ACK ID 20250721155600NAL0001713777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tree Professional, 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 TREE PROFESSIONAL, 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