Assets by plan
Share of aggregate retirement assets
Filings through .
Immune Tree, Inc
EIN 27-1746762Retail TradeLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Health & Benefits
0
Participants
31
14512 CENTER POINT WAY, SUITE 100 - BLUFFDALE, UT 84065801-368-6744immunetree.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 31 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
IMMUNE TREE, INC PENSION PLAN AND TRUST
Traditional DB
Assets$3.2M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST
401(k)
Assets$1.0M
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | IMMUNE TREE, INC PENSION PLAN AND TRUST | Traditional DB | $3.2M | 4 | 2025 |
| #004 | IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST | 401(k) | $1.0M | 27 | 2025 |
- #003 · Traditional DB · 20254
- #004 · 401(k) · 202527
Retirement plans