Plan Snapshot
- Plan Sponsor: The Davey Tree Expert Company
- Sponsor EIN: 340176110
- Sponsor Address: 1500 N. MANTUA STREET, KENT, OH, 44240
- Plan Type: 401(k)
- Total Participants: 7,923
- Total Assets: $448.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,923 | $448.4M | $11.6M | $22.4M |
| 2023 | 7,958 | $402.6M | $10.4M | $19.9M |
| 2022 | 7,640 | $343.3M | $9.4M | $17.4M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE 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 | $432,052 | — | $432,052 | — | — |
| 2023 | $355,429 | — | $355,429 | — | — |
| 2022 | $430,265 | — | $430,265 | — | — |