Plan Snapshot
- Plan Sponsor: Treeline INC.
- Sponsor EIN: 273188700
- Sponsor Address: PO BOX 31342, SAN FRANCISCO, CA, 94131
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 446
- Total Assets: $372,785
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 446 | $372,785 | $0 | $0 |
| 2024 | 373 | $285,081 | $0 | $141,254 |
| 2023 | 393 | $168,120 | $0 | $95,371 |
| 2022 | 357 | $82,076 | $0 | $80,429 |
| 2021 | 399 | $29,342 | $0 | $37,870 |
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 |
|---|---|---|---|---|
| LOPEZ-IWATA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $90,581 | — | — | — | — |
| 2024 | $45,230 | — | — | — | — |
| 2023 | $27,329 | — | — | — | — |
| 2022 | $1,031 | — | — | — | — |
| 2021 | $860 | — | — | — | — |