Plan Snapshot
- Plan Sponsor: The F.A. Bartlett Tree Expert Co.
- Sponsor EIN: 060254490
- Sponsor Address: P.O. BOX 3067, STAMFORD, CT, 06905
- Plan Type: 401(k)
- Total Participants: 2,907
- Total Assets: $201.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,907 | $201.4M | $1.7M | $11.3M |
| 2023 | 2,572 | $171.2M | $1.5M | $10.4M |
| 2022 | 2,423 | $136.1M | $1.4M | $9.1M |
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 |
|---|---|---|---|---|
| LILLING & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY 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 | $81,047 | $78,965 | — | — | — |
| 2023 | $73,248 | $75,423 | — | — | — |
| 2022 | $58,123 | $61,429 | — | — | — |