# Treez INC. 401(k) Plan
Source: https://planprovider.pro/companies/treez-inc-plan

> Treez INC.'s 401(k) plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Treez INC.

- **Sponsor EIN:** 812793000

- **Sponsor Address:** 548 MARKET ST, SAN FRANCISCO, CA, 94104

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

- **Total Participants:** 79

- **Total Assets:** $2.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|79|$2.1M|$0|$452,177|

| 2023|92|$2.0M|$0|$698,448|

| 2022|138|$1.3M|$0|$760,594|

## 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|

| COHNREZNICK|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|

| 2024|$3,663|$1,607|—|—|—|

| 2023|$2,787|$1,291|—|—|—|

| 2022|—|—|—|—|—|

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