Back to filter
Original filing (PDF)20251013171042NAL0003678626001
TREE TOP, INC.
Form 5500
FILING_RECEIVED
TREE TOP, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
152
Accounts w/ balance
—
Plan assets (EOY)
$71.1M
Net assets (EOY)
$71.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "FIAM 8-10 YEAR CORP BOND COMM POOL" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREE TOP, INC..
Plan sponsor
Name
TREE TOP, INC.
EIN
91-0720280
Address
P.O. BOX 248 · SELAH, WA · 989420248
Phone
(509) 697-7251
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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL ASSET MGT TC | 20-4659714 | — | NONE | $46K | — |
Investments
13 direct securities · 4 pooled funds· $76.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$43.1M
13 holdings
Common Collective Trust
$33.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM LONG CORPORATE COMMINGLED POOL FIAM TRUST COMPANY · EIN 20-4659714 / PN 187 | Common Collective Trust | 719,656 | $17.7M | $18.3M | 25.8% | |
| FIAM LONG US TREASURY STRIPS INDEX POOL | — | 55,192 | $8.3M | $11.9M | 16.7% | |
| FIAM 8-10 YEAR CORP BOND COMM POOL FIAM TRUST COMPANY · EIN 20-4659714 / PN 155 | Common Collective Trust | 1,900,309 | $5.4M | $8.6M | 12.1% | |
| PIMCO ALL ASSET FD INSTITUTIONAL CLASS I # 34 | — | 256,234 | $2.9M | $5.0M | 7.1% | |
| FIAM LONG US TREAS STRIPS INDX POOL FIAM TRUST COMPANY · EIN 20-4659714 / PN 120 | Common Collective Trust | — | — | $5.0M | 7.1% | |
| ARTISAN INTERNATIONAL VALUE FUND CLASS INS #1672 | — | 20,966 | $3.0M | $4.0M | 5.7% | |
| SEAFARER OVERSEAS GROWTH & INCOME FUND CLASS- INS | — | 196,501 | $3.5M | $3.4M | 4.8% | |
| FIDELITY EXTENDED MAKET INDEX FUND CLASS FAI #2365 | — | 72,389 | $2.6M | $2.9M | 4.1% | |
| VANGUARD SHORT-TERM TREASURY INDEX FUND CLASS INST #1642 | — | 113,353 | $2.9M | $2.8M | 3.9% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INSTITUTIONAL CLASS | — | 24,782 | $2.4M | $2.8M | 3.9% | |
| VANGUARD INSTITUTIONAL INDEX FUND #94 | — | 103,744 | $6.1M | $2.7M | 3.7% | |
| PIMCO RAE US SMALL FUND CLASS INST | — | 31,720 | $2.1M | $2.2M | 3.1% | |
| FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND CLASS Z #3627 | — | 85,813 | $2.4M | $2.2M | 3.1% | |
| SPYGLASS GROWTH FUND CLASS INST | — | 294,977 | $1.7M | $2.1M | 2.9% | |
| SHORT-TERM INVESTMENT FUND A SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| SHORT-TERM INVESTMENT FUND A S1 | — | 822,359 | $822K | $822K | 1.2% | |
| SHORT-TERM INVESTMENT FUND A S1 | — | 232,788 | $233K | $233K | 0.3% |