Original filing (PDF)20251029155032NAL0002137122001

TREE WALKER

Name: TREE WALKER — TREE WALKER 401K PLAN, Form 5500 (2024)
Creator: TREE WALKER

Form 5500-SF

FILING_RECEIVED

TREE WALKER 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREE WALKER.

Plan sponsor

Name

TREE WALKER

EIN

85-0849376

Address

412 E MAIN STREET, SUITE M · GRASS VALLEY, CA · 95945

Phone

(530) 559-0272

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-22

Filed

2025-10-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 11 participants