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Sponsor portfolio

TREELINE INC

EIN 04-3554203-biotechnology-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
23
15 LINCOLN STREET SUITE 314 - WAKEFIELD, MA 01880781-327-8902treeline.bioLinkedIn51-200 employeesbiotechnology
Plans on this EIN
2 filings
#001401k-$2.6M - 11 part#002CashBalance-$832K - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PLAN & TRUST (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)12
  • PLAN & TRUST (#001)11
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TREELINE INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TREELINE, INC. CASH BALANCE PLAN

CashBalance

Assets$832K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TREELINE INC 401(K) PROFIT SHARING PLAN & TRUST401k$2.6M112025
002TREELINE, INC. CASH BALANCE PLANCashBalance$832K122025
Retirement plans
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