Scott Washburn signed Tree Top, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tree Top, Inc.'s EIN is 91-0720280.
Download the official 2024 Form 5500 (PDF) for Tree Top, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tree Top, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $55K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $269 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX Registered investment company | Mutual Funds | — | — | $8.9M | 10.8% | |
| T.Rowe Price – RETIREMENT 2040 - I CL Registered investment company | Common Stocks | — | — | $8.4M | 10.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $8.0M | 9.7% | |
| T.Rowe Price – RETIREMENT 2035 - I CL Registered investment company | Common Stocks | — | — | $7.7M | 9.3% | |
| T.Rowe Price – RETIREMENT 2030 - I CL Registered investment company | Common Stocks | — | — | $7.3M | 8.8% | |
| T.Rowe Price – RETIREMENT 2045 - I CL Registered investment company | Common Stocks | — | — | $5.4M | 6.6% | |
| T.Rowe Price – RETIREMENT 2020 - I CL Registered investment company | Common Stocks | — | — | $5.2M | 6.3% | |
| T.Rowe Price – RETIREMENT 2025 - I CL Registered investment company | Common Stocks | — | — | $5.1M | 6.1% | |
| VANGUARD TTL INTL STK IDX INST Registered investment company | Common Collective Trusts | — | — | $4.4M | 5.4% | |
| T.Rowe Price – RETIREMENT 2050 - I CL Registered investment company | Common Stocks | — | — | $3.2M | 3.9% | |
| VANGUARD MID-CAP IND- ADMIRAL Registered investment company | Mutual Funds | — | — | $2.8M | 3.4% | |
| T.Rowe Price – RETIREMENT 2055 - I CL Registered investment company | Common Stocks | — | — | $2.6M | 3.2% | |
| T Rowe Price - LARGE CAP GROWTH - I Registered investment company | Mutual Funds | — | — | $1.8M | 2.2% | |
| VANGUARD SMALL CAP INDEX, ADM Registered investment company | Mutual Funds | — | — | $1.8M | 2.2% | |
| PIMCO TOTAL RETURN INSTL Registered investment company | Mutual Funds | — | — | $1.4M | 1.7% | |
| AMG TIMESSQUARE MID CP GR Z Registered investment company | Common Stocks | — | — | $1.4M | 1.7% | |
| Participant loans Various maturities through September 2032 with interest rates between 4.25 % and 9.50% 0 | Bonds / Notes | — | — | $1.2M | 1.5% | |
| VANGUARD SHORT TERM BOND IND I Registered investment company | Mutual Funds | — | — | $1.1M | 1.4% | |
| T.Rowe Price – RETIREMENT 2060 - I CL Registered investment company | Common Stocks | — | — | $1.1M | 1.3% | |
| Tradelink Investments Self-directed brokerage account | Self-Directed Brokerage | — | — | $835K | 1.0% | |
| VANGUARD REIT INDEX ADMIRAL Registered investment company | Mutual Funds | — | — | $788K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRW R6 Registered investment company | Mutual Funds | — | — | $470K | 0.6% | |
| VANGUARD SELECTED VALUE Registered investment company | Mutual Funds | — | — | $381K | 0.5% | |
| T.Rowe Price – RETIRE BAL - I CL Registered investment company | Common Stocks | — | — | $296K | 0.4% | |
| T.Rowe Price – RETIREMENT 2015 - I CL Registered investment company | Common Stocks | — | — | $239K | 0.3% | |
| T.Rowe Price – RETIREMENT 2065 - I CL Registered investment company | Common Stocks | — | — | $230K | 0.3% | |
| PRINCIPAL EQUITY INCOME INST Registered investment company | Common Stocks | — | — | $195K | 0.2% | |
| VANGUARD INTERNATIONAL VALUE Registered investment company | Mutual Funds | — | — | $124K | 0.1% | |
| T. Rowe Price US TREASURY MONEY Registered investment company | U.S. Treasuries | — | — | $40K | <0.1% |
