Plan Snapshot
- Plan Sponsor: Northern Tree Service, LLC
- Sponsor EIN: 851718250
- Sponsor Address: 1290 PARK STREET, PALMER, MA, 01069
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 126 | $14.6M | $261,910 | $524,111 |
| 2023 | 112 | $12.8M | $258,309 | $517,452 |
| 2022 | 115 | $10.6M | $260,035 | $504,407 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $10,393 | — | $2,700 | — | — |
| 2023 | $11,390 | — | $11,390 | — | — |
| 2022 | $9,987 | — | $2,725 | — | $7,262 |