# Townsend Tree Service Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/townsend-tree-service-company-inc-401k-plan-003

> Townsend Tree Service Company, INC.'s 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Townsend Tree Service Company, INC.

- **Sponsor EIN:** 351038926

- **Sponsor Address:** P.O. BOX 7015, MUNCIE, IN, 47308

- **Plan Type:** 401(k)

- **Total Participants:** 203

- **Total Assets:** $12.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|203|$12.2M|$137,828|$813,322|

| 2023|210|$13.8M|$148,708|$814,033|

| 2022|217|$11.8M|$144,705|$776,940|

## 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|

| FIRST MERCHANTS TRUST COMPANY|TPA|$52,083|—|$52,083|

| BLUE & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BLUE & COMPANY, LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,083

- **Estimated Expense Ratio:** 0.428% 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|$52,083|—|$52,083|—|—|

| 2023|$49,634|—|$49,634|—|—|

| 2022|$51,539|—|—|—|$51,539|

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