Plan Snapshot
- Plan Sponsor: Asplundh Tree Expert, LLC
- Sponsor EIN: 231277550
- Sponsor Address: 708 BLAIR MILL ROAD, WILLOW GROVE, PA, 190901701
- Plan Type: 401(k)
- Total Participants: 2,468
- Total Assets: $342.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,468 | $342.7M | $18.7M | $0 |
| 2023 | 2,391 | $334.8M | $15.7M | $0 |
| 2022 | 2,350 | $308.9M | $15.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $127,346 | — | $127,346 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $34,865 | — | $34,865 |
| KREISCHER MILLER | NONE | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- KREISCHER MILLER — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,711
- Estimated Expense Ratio: 0.052% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $197,210 | $52,365 | $6,250 | $11,250 | — |
| 2023 | $185,021 | $45,206 | — | $14,700 | — |
| 2022 | $197,647 | $44,100 | — | — | $16,400 |