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  2. IMMUNE TREE, INC
Sponsor portfolio

IMMUNE TREE, INC

EIN 27-1746762-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
31
14512 CENTER POINT WAY, SUITE 100 - BLUFFDALE, UT 84065801-368-6744immunetree.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#003TraditionalDB-$3.2M - 4 part#004401k-$1.0M - 27 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLAN AND TRUST (#003)76%
  • PLAN AND TRUST (#004)24%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)27
  • PLAN AND TRUST (#003)4
Total 31Click 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#003

IMMUNE TREE, INC PENSION PLAN AND TRUST

TraditionalDB

Assets$3.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST

401k

Assets$1.0M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003IMMUNE TREE, INC PENSION PLAN AND TRUSTTraditionalDB$3.2M42025
004IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST401k$1.0M272025
Retirement plans
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