# Shawnee Mission Tree Service, In 401(k) Plan
Source: https://planprovider.pro/companies/shawnee-mission-tree-service-in-401k-plan

> Shawnee Mission Tree Service, In&#39;s 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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