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 | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $32K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.Rowe Price – RETIREMENT 2030 - I CL | Other securities | — | — | $7.8M | 14.9% | |
| T.Rowe Price – RETIREMENT 2035 - I CL | Other securities | — | — | $6.1M | 11.6% | |
| T.Rowe Price – RETIREMENT 2040 - I CL | Other securities | — | — | $4.3M | 8.2% | |
| T.Rowe Price – RETIREMENT 2025 - I CL | Other securities | — | — | $4.1M | 7.8% | |
| T.Rowe Price – RETIREMENT 2045 - I CL | Other securities | — | — | $4.0M | 7.6% | |
| T.Rowe Price – RETIREMENT 2050 - I CL | Other securities | — | — | $3.7M | 7.0% | |
| T.Rowe Price – RETIREMENT 2055 - I CL | Other securities | — | — | $3.5M | 6.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.5M | 6.6% | |
| T.Rowe Price – RETIREMENT 2020 - I CL | Other securities | — | — | $3.3M | 6.4% | |
| VANGUARD INST INDEX | Mutual Funds | — | — | $2.3M | 4.5% | |
| Participant loans | Participant loans | — | — | $2.0M | 3.8% | |
| VANGUARD TTL INTL STK IDX INST | Common Collective Trusts | — | — | $1.6M | 3.0% | |
| T.Rowe Price – RETIREMENT 2060 - I CL | Other securities | — | — | $1.3M | 2.5% | |
| VANGUARD MID– CAP INDEX - ADMIRAL | Mutual Funds | — | — | $1.0M | 1.9% | |
| T.Rowe Price – RETIREMENT 2015 - I CL | Other securities | — | — | $810K | 1.5% | |
| T.Rowe Price – TRP LARGE CAP GROWTH – I | Other securities | — | — | $698K | 1.3% | |
| VANGUARD SHORT TERM BOND IND I | Mutual Funds | — | — | $543K | 1.0% | |
| VANGUARD SMALL CAP INDEX, ADM | Mutual Funds | — | — | $490K | 0.9% | |
| T.Rowe Price – RETIREMENT 2065 - I CL | Other securities | — | — | $306K | 0.6% | |
| VANGUARD REIT INDEX ADMIRAL | Mutual Funds | — | — | $248K | 0.5% | |
| AMG TIMESSQUARE MID CP GR Z | Other securities | — | — | $164K | 0.3% | |
| Tradelink Investments | Other securities | — | — | $151K | 0.3% | |
| T.Rowe Price – RETIRE BAL - I CL | Other securities | — | — | $140K | 0.3% | |
| VANGUARD SELECTED VALUE | Mutual Funds | — | — | $135K | 0.3% | |
| PRINCIPAL EQUITY INCOME INST | Other securities | — | — | $93K | 0.2% | |
| PIMCO TOTAL RETURN INSTL | Mutual Funds | — | — | $51K | <0.1% | |
| VANGUARD INTERNATIONAL VALUE | Mutual Funds | — | — | $17K | <0.1% | |
| T. Rowe Price US TREASURY MONEY | U.S. Treasuries | — | — | $12K | <0.1% | |
| AMERICAN FUNDS EUROPAC GRW R6 | Mutual Funds | — | — | $7K | <0.1% | |
| SEAFARER OVERSEAS GR INC INST | Common Stocks | — | — | $47 | <0.1% |
