Plan Snapshot
- Plan Sponsor: The Tree Fort, INC
- Sponsor EIN: 824275898
- Sponsor Address: P.O. BOX 597, NEWBERG, OR, 97132
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 40 | $3.6M | $21,222 | $60,709 |
| 2023 | 36 | $3.0M | $11,789 | $63,031 |
| 2022 | 32 | $3.0M | $6,416 | $47,612 |