· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ORANGE TREE EMPLOYMENT SCREENING LLC — ORANGE TREE EMPLOYMENT SCREENING RETIREMENT SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240731172457NAL0034728528001
ORANGE TREE EMPLOYMENT SCREENING LLC
Form 5500-SF
FILING_RECEIVED
ORANGE TREE EMPLOYMENT SCREENING RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
148
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ORANGE TREE EMPLOYMENT SCREENING LLC
.
Find decision makers
Plan sponsor
Name
ORANGE TREE EMPLOYMENT SCREENING LLC
EIN
85-4180701
Address
7275 OHMS LANE · MINNEAPOLIS, MN · 55439
Phone
(952) 358-7113
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
MICRO TECH ENDOSCOPY USA INC.
MICRO TECH ENDOSCOPY USA INC. 401(K) PROFIT SHARING PLAN & TRUST
$7.7M · 128 participants
LENCIONI CONSTRUCTION COMPANY
LENCIONI CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$7.7M · 41 participants
APIJECT SYSTEMS CORP.
APIJECT SYSTEMS CORP. 401(K) SAVINGS PLAN
$7.7M · 64 participants
AMAZING FACTS INTERNATIONAL
AMAZING FACTS INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST
$7.7M · 110 participants
ROUGHAN & ASSOCIATES AT LINC, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ROUGHAN & ASSOCIATES AT LINC, INC. PROFIT SHARING PLAN
$7.7M · 29 participants
BENEO INC.
BENEO INC 401(K) PROFIT SHARING PLAN AND TRUST
$7.7M · 28 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
