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  2. Olive Tree Wealth

Filings through Oct 24, 2026.

Sponsor portfolio

Olive Tree Wealth

EIN 27-5563237-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$577K assets
Welfare
0
Participants
2
40 CRESCENT ST., SUITE 203 - WALTHAM, MA 02453781-996-4480
Plans on this EIN
1 filing
#001401(k)-$577K - 2 part

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Retirement#001

OLIVE TREE WEALTH 401(K)

401(k)

Assets$577K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OLIVE TREE WEALTH 401(K)401(k)$577K22025
Retirement plans
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