Family Tree, Inc. 401(k) Plan: Login, Facts & Contact Information

Family Tree, Inc. 401(k) Plan Facts

Plan name
403(B) THRIFT PLAN FOR FAMILY TREE, INC.
Plan type
401(k) and profit sharing
Plan sponsor
FAMILY TREE, INC.
Participants
143 (99 active employees)
Plan assets
$2,551,367 at Dec 31, 2024
Average account balance
$33,571 across 76 accounts
Employer contributions
$46,411 in plan year 2024 (30% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2009
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $156,720 went into the plan in contributions, $46,411 of it from the employer (30%).
  • $125,397 was paid out to participants.
  • Investment and other income added $353,049.

How the Family Tree, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019127$1.89 million$39,510$206,302
2020139$2.36 million$47,899$180,064
2021163$2.39 million$51,772$578,292
2022127$2.04 million$64,340$107,747
2023149$2.19 million$55,300$433,954
2024143$2.55 million$46,411$125,397

Family Tree, Inc. 401(k) Contact Information

Phone
303-403-5884
Mailing address
3805 MARSHALL ST, WHEAT RIDGE CO 80033
Plan sponsor
FAMILY TREE, INC.
Employer identification number (EIN)
84-0730973
Plan number
002

Questions about the Family Tree, Inc. 401(k)

Does Family Tree, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $46,411 in employer contributions for plan year 2024.

Does the Family Tree, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Family Tree, Inc 401(k) plan?

143 participants at the start of plan year 2024, 99 of them active employees.

What is the average 401(k) balance at Family Tree, Inc?

About $33,571 per account: $2.55 million in plan assets across 76 accounts with a balance at the end of plan year 2024.

Who manages the Family Tree, Inc 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Family Tree, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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