# Asplundh Tree Expert, LLC 401(k) Plan
Source: https://planprovider.pro/companies/asplundh-tree-expert-llc-401k-plan-001

> Asplundh Tree Expert, LLC's 401(k) plan: 2,468 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [KREISCHER MILLER](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/asplundh-tree-expert-llc-401k-plan-001)

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