# The Davey Tree Expert Company 401(k) Plan
Source: https://planprovider.pro/companies/the-davey-tree-expert-company-401k-plan

> The Davey Tree Expert Company's 401(k) plan: 7,923 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ARGENT TRUST COMPANY|CONTRACT ADMINISTRATOR|$235,237|—|$235,237|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$152,549|—|$152,549|

| MPI|CONTRACT ADMINISTRATOR|$40,505|—|$40,505|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $428,291

- **Estimated Expense Ratio:** 0.096% of plan assets

### 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|—|—|

## Similar Plans

- [Schill Landscaping And Lawn Care Services, LLC](https://planprovider.pro/companies/schill-landscaping-401k-plan) — 657 participants

- [Fairwood Brands, LLC](https://planprovider.pro/companies/fairwood-brands-llc-401k-plan) — 417 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-davey-tree-expert-company-401k-plan)

© 2026 PlanProvider.Pro