How big is Cypress Tree HB Inc. DBA REDI Inc.'s plan?

Cypress Tree HB Inc. DBA REDI Inc.'s plan reported $236K in assets and 40 participants for 2024.

Original filing (PDF)20250717154134NAL0000294131001

Cypress Tree HB Inc. DBA REDI Inc.

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

Form 5500-SF

FILING_RECEIVED

Cypress Tree HB Inc. 401(k) Plan

401(k) retirement plan · Cypress Tree HB Inc. DBA REDI Inc.'s Cypress Tree HB Inc. 401(k) Plan held $236K in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

People on this filing

Marcus Bowie signed Cypress Tree HB Inc. DBA REDI Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Cypress Tree HB Inc. DBA REDI Inc.'s EIN is 83-2100273.

EIN 83-2100273

Plan number 001

Plan year 2024

ACK ID 20250717154134NAL0000294131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cypress Tree HB Inc. DBA REDI Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CYPRESS TREE HB INC DBA REDI INC

EIN

all filings

Address

24 ELLIOT ST · NEWTON, MA · 02461

Phone

(617) 916-0148

Industry

Finance & Insurance

Plan administrator