Original filing (PDF)20251014100849NAL0003580560001

DREAM RANCH HOLDINGS CO.

Name: DREAM RANCH HOLDINGS CO. — LEANIN' TREE EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: DREAM RANCH HOLDINGS CO.

Form 5500

FILING_RECEIVED

LEANIN' TREE EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

117

Accounts w/ balance

137

Plan assets (EOY)

$3.6M

Net assets (EOY)

-$1.8M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DREAM RANCH HOLDINGS CO..

Plan sponsor

Name

DREAM RANCH HOLDINGS CO.

EIN

87-3985693

Address

6055 LONGBOW DRIVE · BOULDER, CO · 80301

Phone

(303) 530-1442

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $3.6M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Dream Ranch Holdings Co.* Company common stock, 1,000,000 shares $	—	—	$7.0M	$3.6M	100.0%

Related plans

Similar-size Manufacturing plans

STAINLESS UNLIMITED, INC.

STAINLESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN

$3.6M · 62 participants

INNOVATIVE DRIVE CORPORATION

INNOVATIVE DRIVE CORPORATION RETIREMENT PLAN

$3.6M · 32 participants

FLAME ENGINEERING, INC.

FLAME ENGINEERING, INC. PROFIT SHARING PLAN

$3.6M · 20 participants

WEILAND, INC.

WEILAND, INC. 401(K) PROFIT SHARING PLAN

$3.6M · 53 participants

SHOW MOTION, INC.

SHOW MOTION, INC. CASH BALANCE PLAN

$3.6M · 11 participants