Plan Snapshot
- Plan Sponsor: Tree Top, INC.
- Sponsor EIN: 910720280
- Sponsor Address: P.O. BOX 248, SELAH, WA, 98942
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $82.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 314 | $82.5M | $1.3M | $2.9M |
| 2023 | 319 | $78.3M | $1.2M | $2.8M |
| 2022 | 314 | $73.1M | $1.2M | $2.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | NONE | $55,069 | — | $55,069 |
| T ROWE PRICE RPS INC | NONE | $33,842 | — | $33,842 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,911
- Estimated Expense Ratio: 0.108% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $88,721 | $55,069 | — | — | — |
| 2023 | $88,585 | $52,682 | — | — | — |
| 2022 | $102,300 | $65,834 | — | — | $300 |