Original filing (PDF)20250711191249NAL0004424723001

MEDICAL TREE PHARMACY, INC.

Name: MEDICAL TREE PHARMACY, INC. — MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: MEDICAL TREE PHARMACY, INC.

Form 5500-SF

FILING_RECEIVED

MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL TREE PHARMACY, INC..

Plan sponsor

Name

MEDICAL TREE PHARMACY, INC.

EIN

94-1740174

Address

2025 SOQUEL AVE · SANTA CRUZ, CA · 95062

Phone

(831) 426-0200

Industry

Retail Tradesee all

Plan administrator

Name

MOMENTA INC

EIN

85-4166502

City

SANTA CLARA, CA

Phone

(888) 865-7262

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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