Plan Snapshot
- Plan Sponsor: Stanley Tree Service INC.
- Sponsor EIN: 050468308
- Sponsor Address: 275 GEORGE WASHINGTON HWY, SMITHFIELD, RI, 02917
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 196 | $7.4M | $366,278 | $658,895 |
| 2023 | 184 | $6.1M | $351,280 | $614,570 |
| 2022 | 170 | $4.6M | $294,350 | $496,197 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $27,575 | — | $25,945 | — | — |
| 2023 | $30,812 | $9,059 | $4,745 | — | — |
| 2022 | $33,559 | $6,825 | $10,185 | — | $15,924 |