Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
INDEPENDENT TREE LLC
EIN 20-2495440environmental servicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
34
P O BOX 244, 11640 MUSIC STREET - NEWBURY, OH 44065440-564-1374independenttree.comLinkedIn11-50 employeesenvironmental services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 34 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INDEPENDENT TREE LLC 401(K) PS PLAN
401k
Assets$635K
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
INDEPENDENT TREE LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$416K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDEPENDENT TREE LLC 401(K) PS PLAN | 401k | $635K | 19 | 2024 | |
| 002 | INDEPENDENT TREE LLC CASH BALANCE PENSION PLAN | CashBalance | $416K | 15 | 2024 |
Retirement plans