Vegetation And Utility Services Employees 401(K) Savings Plan — Form 5500 plan (Asplundh Tree Expert, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Vegetation And Utility Services Employees 401(K) Savings Plan is a benefit plan reported by Asplundh Tree Expert, LLC under EIN 23-1277550 and plan number 003. The latest loaded filing year is 2023. The filing reports 24,654 participants and $276,962,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asplundh Tree Expert, LLC
- EIN
- 23-1277550
- Plan number
- 003
- Plan type
- 3
- Location
- Willow Grove, PA
- Latest filing year
- 2023
- Participants
- 24,654
- End-of-year plan assets
- $276,962,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,654 | H, C | 20241011131513NAL0010952675002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $276,962,849
- Net assets (EOY)
- $276,962,849
- Net assets (BOY)
- $227,353,077
Income & contributions
- Employer contributions
- $8,242,125
- Participant contributions
- $27,124,178
- Total contributions
- $36,648,030
- Total income / additions
- $75,275,437
Expenses & distributions
- Benefits paid
- $24,906,678
- Administrative expenses
- $502,903
- Total expenses
- $25,665,665
- Net increase / (decrease)
- $49,609,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $468,186 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $19,374 | not reported in the loaded dataset | 2023 |
| Kreischer Miller | NONE | $15,200 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $25 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asplundh Tree Expert, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Willow Grove, PA
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Kreischer Miller — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation