How big is Norcal Tree Management's plan?

Norcal Tree Management's plan reported $484K in assets and 29 participants for 2024.

Original filing (PDF)20250718133132NAL0002791104001

Norcal Tree Management

Name: Norcal Tree Management — Norcal Tree Management, Form 5500 (2024)
Creator: Norcal Tree Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Norcal Tree Management 401(k) Plan

401(k) retirement plan · Norcal Tree Management's Norcal Tree Management 401(k) Plan held $484K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

People on this filing

John Ansay signed Norcal Tree Management's 2024 Form 5500 as plan administrator.

John Ansay — 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

Norcal Tree Management's EIN is 86-1302830.

EIN 86-1302830

Plan number 001

Plan year 2024

ACK ID 20250718133132NAL0002791104001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Norcal Tree Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off