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

Lone Tree, Inc.'s plan reported $1.4M in assets and 9 participants for 2024.

Original filing (PDF)20250307132335NAL0007193395001

Lone Tree, Inc.

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

Form 5500-SF

FILING_RECEIVED

Lone Tree, Inc. Retirement Plan

401(k) retirement plan · Lone Tree, Inc.'s Lone Tree, Inc. Retirement Plan held $1.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

CHAD Carroll signed Lone Tree, Inc.'s 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Lone Tree, Inc.'s EIN is 85-0285251.

EIN 85-0285251

Plan number 001

Plan year 2024

ACK ID 20250307132335NAL0007193395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lone Tree, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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