Plan Snapshot
- Plan Sponsor: Trugreen Limited Partnership
- Sponsor EIN: 363734669
- Sponsor Address: 1790 KIRBY PKWY, FORUM II, MEMPHIS, TN, 38138
- Plan Type: 401(k)
- Total Participants: 10,531
- Total Assets: $465.6M
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 | 10,531 | $465.6M | $10.7M | $28.2M |
| 2023 | 10,352 | $427.6M | $11.2M | $26.3M |
| 2022 | 10,792 | $371.5M | $10.6M | $25.9M |
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 |
|---|---|---|---|---|
| REYNOLDS, BONE, & GRIESBECK, PLC | Auditor | $13,100 | — | $13,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REYNOLDS, BONE, & GRIESBECK, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,100
- Estimated Expense Ratio: 0.003% 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 | $968,010 | $72,083 | $881,427 | $13,100 | — |
| 2023 | $896,604 | $78,190 | $789,264 | $27,441 | — |
| 2022 | $841,390 | $26,862 | $771,665 | — | $42,863 |