# The Learning Tree, INC. DC Plan
Source: https://planprovider.pro/companies/the-learning-tree-inc-plan-001

> The Learning Tree, INC.&#39;s DC plan: 417 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- Plan Sponsor: The Learning Tree, INC. (EIN 630854115)

- Plan Type: DC

- Total Participants: 417

- Total Assets: $3.1M

- Sponsor State: AL

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|417|$3.1M|$245,498|$345,358|

| 2023|395|$2.5M|$236,806|$318,942|

| 2022|437|$1.9M|$161,566|$208,483|

## Service Providers

- **CARR, RIGGS INGRAM, LLC** — Accountant / Independent Qualified Public Accountant

## Similar Plans

- [Trinity Management, INC.](https://planprovider.pro/companies/trinity-management-inc-401k-plan) — 630 participants

- [Methodist Homes For The Aging](https://planprovider.pro/companies/methodist-homes-for-the-aging-401k-plan) — 656 participants

- [Ball Healthcare Services, INC.](https://planprovider.pro/companies/ball-healthcare-services-inc-401k-plan) — 842 participants

- [Atlas Senior Living Ii LLC](https://planprovider.pro/companies/atlas-senior-living-ii-llc-401k-plan) — 849 participants

- [Turenne & Associates, LLC](https://planprovider.pro/companies/turenne-associates-llc-401k-plan) — 999 participants

- [Schmidt Wallace Healthcare Management Company](https://planprovider.pro/companies/schmidt-wallace-healthcare-management-company-401k-plan) — 1,054 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-learning-tree-inc-plan-001)

&copy; 2026 PlanProvider.Pro
