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LONE TREE WEALTH MANAGEMENT

EIN 47-5363098-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$861K assets
Welfare
0
Participants
7
8181 E TUFTS AVE STE 520 - DENVER, CO 802372580303-407-1250
Plans on this EIN
1 filing
#001401k-$861K - 7 part

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Retirement#001

LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$861K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST401k$861K72025
Retirement plans
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