How big is Holtz Forest and Shade Tree, LLC's plan?

Holtz Forest and Shade Tree, LLC's plan reported $106K in assets and 8 participants for 2024.

Original filing (PDF)20250709062535NAL0004516673001

Holtz Forest and Shade Tree, LLC

Name: Holtz Forest and Shade Tree, LLC — Holtz Forest and, Form 5500 (2024)
Creator: Holtz Forest and Shade Tree, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holtz Forest and Shade Tree, LLC 401(k) Plan

401(k) retirement plan · Holtz Forest and Shade Tree, LLC's Holtz Forest and Shade Tree, LLC 401(k) Plan held $106K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

People on this filing

Laurie Allen signed Holtz Forest and Shade Tree, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Holtz Forest and Shade Tree, LLC's EIN is 82-3806205.

EIN 82-3806205

Plan number 001

Plan year 2024

ACK ID 20250709062535NAL0004516673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Holtz Forest and Shade 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 HOLTZ FOREST AND SHADE TREE, LLC.

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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

Knocking points off