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Original filing (PDF)20250814122302NAL0005405171001
TREE TOP, INC.
Form 5500
FILING_RECEIVED
TREE TOP, INC. SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
314
Accounts w/ balance
454
Plan assets (EOY)
$82.5M
Net assets (EOY)
$82.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 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 · 220 E. SECOND AVENUE · SELAH, WA · 98942
Phone
(509) 698-1560
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $55K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $34K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $269 | — |
Investments
28 direct securities · 1 pooled fund· $82.5M(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
$74.5M
28 holdings
Common Collective Trust
$8.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX Registered investment company | — | — | — | $8.9M | 10.8% | |
| T.Rowe Price – RETIREMENT 2040 - I CL Registered investment company | — | — | — | $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 | — | — | — | $7.7M | 9.3% | |
| T.Rowe Price – RETIREMENT 2030 - I CL Registered investment company | — | — | — | $7.3M | 8.8% | |
| T.Rowe Price – RETIREMENT 2045 - I CL Registered investment company | — | — | — | $5.4M | 6.6% | |
| T.Rowe Price – RETIREMENT 2020 - I CL Registered investment company | — | — | — | $5.2M | 6.3% | |
| T.Rowe Price – RETIREMENT 2025 - I CL Registered investment company | — | — | — | $5.1M | 6.1% | |
| VANGUARD TTL INTL STK IDX INST Registered investment company | — | — | — | $4.4M | 5.4% | |
| T.Rowe Price – RETIREMENT 2050 - I CL Registered investment company | — | — | — | $3.2M | 3.9% | |
| VANGUARD MID-CAP IND- ADMIRAL Registered investment company | — | — | — | $2.8M | 3.4% | |
| T.Rowe Price – RETIREMENT 2055 - I CL Registered investment company | — | — | — | $2.6M | 3.2% | |
| T Rowe Price - LARGE CAP GROWTH - I Registered investment company | — | — | — | $1.8M | 2.2% | |
| VANGUARD SMALL CAP INDEX, ADM Registered investment company | — | — | — | $1.8M | 2.2% | |
| PIMCO TOTAL RETURN INSTL Registered investment company | — | — | — | $1.4M | 1.7% | |
| AMG TIMESSQUARE MID CP GR Z Registered investment company | — | — | — | $1.4M | 1.7% | |
| Participant loans Various maturities through September 2032 with interest rates between 4.25 % and 9.50% 0 | — | — | — | $1.2M | 1.5% | |
| VANGUARD SHORT TERM BOND IND I Registered investment company | — | — | — | $1.1M | 1.4% | |
| T.Rowe Price – RETIREMENT 2060 - I CL Registered investment company | — | — | — | $1.1M | 1.3% | |
| Tradelink Investments Self-directed brokerage account | — | — | — | $835K | 1.0% | |
| VANGUARD REIT INDEX ADMIRAL Registered investment company | — | — | — | $788K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRW R6 Registered investment company | — | — | — | $470K | 0.6% | |
| VANGUARD SELECTED VALUE Registered investment company | — | — | — | $381K | 0.5% | |
| T.Rowe Price – RETIRE BAL - I CL Registered investment company | — | — | — | $296K | 0.4% | |
| T.Rowe Price – RETIREMENT 2015 - I CL Registered investment company | — | — | — | $239K | 0.3% | |
| T.Rowe Price – RETIREMENT 2065 - I CL Registered investment company | — | — | — | $230K | 0.3% | |
| PRINCIPAL EQUITY INCOME INST Registered investment company | — | — | — | $195K | 0.2% | |
| VANGUARD INTERNATIONAL VALUE Registered investment company | — | — | — | $124K | 0.1% | |
| T. Rowe Price US TREASURY MONEY Registered investment company | — | — | — | $40K | <0.1% |