How big is Potter Tree Care LLC's plan?

Potter Tree Care LLC's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20260220132028NAL0009285665001

Potter Tree Care LLC

Name: Potter Tree Care LLC — Form 5500 (2024)
Creator: Potter Tree Care LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Potter Tree Care LLC held $2K in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 3.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Gregory Potter signed Potter Tree Care LLC's 2024 Form 5500 as plan administrator.

Gregory Potter — 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

Potter Tree Care LLC's EIN is 84-3449442.

EIN 84-3449442

Plan number 001

Plan year 2024

ACK ID 20260220132028NAL0009285665001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Potter Tree Care LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTTER TREE CARE LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off