Plan Snapshot
- Plan Sponsor: Terry Tree Service, LLC.
- Sponsor EIN: 161488524
- Sponsor Address: 270 MIDDLE RD, HENRIETTA, NY, 14467
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $6.9M
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 | 128 | $6.9M | $442,952 | $836,605 |
| 2023 | 120 | $5.0M | $311,115 | $595,218 |
| 2022 | 110 | $4.2M | $269,629 | $526,633 |
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 |
|---|---|---|---|---|
| DAVIE KAPLAN CERTIFIED PUBLIC ACCOU | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIE KAPLAN CERTIFIED PUBLIC ACCOU — 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 | $38,294 | $15,946 | — | — | — |
| 2023 | $29,685 | $10,690 | — | — | — |
| 2022 | $17,980 | $2,145 | $15,835 | — | — |