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Sponsor portfolio

USA BABY TREE, INC.

EIN 81-4067732-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$557K assets
Welfare
0
Participants
13
200 W. 24TH STREET - UPLAND, CA 91784626-455-3978
Plans on this EIN
2 filings
#001401k-$312K - 8 part#002CashBalance-$245K - 5 part

Retirement portfolio analytics

2 plans aggregated / $557K assets / 13 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • TREE INC. 401(K) (#001)56%
  • TREE, INC. PENSION (#002)44%
Total $557KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TREE INC. 401(K) (#001)8
  • TREE, INC. PENSION (#002)5
Total 13Click 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#001

USA BABY TREE INC. 401(K) PLAN

401k

Assets$312K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

USA BABY TREE, INC. PENSION PLAN

CashBalance

Assets$245K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001USA BABY TREE INC. 401(K) PLAN401k$312K82024
002USA BABY TREE, INC. PENSION PLANCashBalance$245K52024
Retirement plans
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