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  2. BARRETT TREE SERVICE EAST, INC.
Sponsor portfolio

BARRETT TREE SERVICE EAST, INC.

EIN 26-0743647-environmental services-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
122
340 MIDDLESEX AVE. - MEDFORD, MA 02155617-616-5281barretttreeeast.comLinkedIn11-50 employeesenvironmental services
Plans on this EIN
2 filings
#003401k-$1.8M - 65 part#002ESOP-$1.1M - 57 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 122 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • BTSE 401(K) (#003)62%
  • EMPLOYEE STOCK OWNERSHIP (#002)38%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BTSE 401(K) (#003)65
  • EMPLOYEE STOCK OWNERSHIP (#002)57
Total 122Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BTSE 401(K) PLAN

401k

Assets$1.8M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BTSE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.1M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BTSE 401(K) PLAN401k$1.8M652025
002BTSE EMPLOYEE STOCK OWNERSHIP PLANESOP$1.1M572025
Retirement plans
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