# The Tree Fort, INC 401(k) Plan
Source: https://planprovider.pro/companies/the-tree-fort-inc-401k-plan

> The Tree Fort, INC&#39;s 401(k) plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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