# The Opportunity Tree 401(k) Plan
Source: https://planprovider.pro/companies/the-opportunity-tree-860180419-501

> The Opportunity Tree's 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Opportunity Tree

- **Sponsor EIN:** 860180419

- **Sponsor Address:** 3146 E. WINDSOR AVENUE, PHOENIX, AZ, 85008

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 242

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|242|$0|$0|$0|

| 2023|261|$0|$0|$0|

| 2022|272|$0|$0|$0|

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