How big is Blue Tree Marketing LLC's plan?

Blue Tree Marketing LLC's plan reported $24K in assets and 3 participants for 2023.

Original filing (PDF)20240603110656NAL0018252049001

Blue Tree Marketing LLC

Name: Blue Tree Marketing LLC — Blue Tree Marketing LLC, Form 5500 (2023)
Creator: Blue Tree Marketing LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Tree Marketing LLC 401(k) P/S Plan

401(k) retirement plan · Blue Tree Marketing LLC's Blue Tree Marketing LLC 401(k) P/S Plan held $24K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Samantha Chaffino signed Blue Tree Marketing LLC's 2023 Form 5500 as plan administrator.

Samantha Chaffino — 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

Blue Tree Marketing LLC's EIN is 86-2174448.

EIN 86-2174448

Plan number 001

Plan year 2023

ACK ID 20240603110656NAL0018252049001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Blue Tree Marketing LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

BLUE TREE MARKETING LLC

EIN

all filings

Address

16830 VENTURA BLVD STE 326 · ENCINO, CA · 91436

Phone

(909) 609-7117

Industry

Retail Trade

Plan administrator