Plan Snapshot
- Plan Sponsor: Shawnee Mission Tree Service, In
- Sponsor EIN: 480833928
- Sponsor Address: 8250 COLE PARKWAY, SHAWNEE, KS, 66227
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 183 | $4.7M | $136,822 | $444,093 |
| 2023 | 128 | $3.8M | $135,959 | $392,749 |
| 2022 | 136 | $3.0M | $70,510 | $218,525 |
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 |
|---|---|---|---|---|
| BOAN CONNEALY & HOULEHAN LLC | 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 | $32,052 | — | — | — | — |
| 2023 | $32,926 | $21,132 | — | — | — |
| 2022 | $21,188 | — | — | — | — |