Retirement plan

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

Name: IMMUNE TREE, INC - IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST (2025) Form 5500
Creator: IMMUNE TREE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST, IMMUNE TREE, INC

IMMUNE TREE, INCEIN 27-1746762Plan #004PY 2025

14512 CENTER POINT WAY, SUITE 100 - BLUFFDALE, UT 84065801-368-6744immunetree.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$3.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+37.4% from 2024

Total participants

+12.5% from 2024

Average account balance

$37,592

+22.2% from 2024

Annual return

17.81%

+8.31 pp from 2024

Benchmarks

See 17,167 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort17,167 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$38K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

207.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.81%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C2E2G2J3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,592

$112,729-66.7%

$98,716-61.9%

$137,256-72.6%

Participation rate

100.0%

74.2%+25.8pp

69.3%+30.7pp

80.0%+20.0pp

Annual return

17.81%

38.48%-20.7pp

31.81%-14.0pp

220.34%-202.5pp

Employer contribution / active EE

$5,084

$2,725+86.6%

$2,279+123.1%

$4,156+22.3%

Participant deferral / active EE

$6,068

$4,640+30.8%

$4,048+49.9%

$6,407-5.3%

Admin fee / account holder

$10,129-100.0%

$8,703-100.0%

$12,270-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion