Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAPPEN TREE SERVICE, LLC
EIN 38-3531491paper & forest productsLatest filing 2025
Plans
2
Retirement
2
$9.7M assets
Welfare
0
Participants
58
2675 HURDS CORNER RD. - CASS CITY, MI 48726989-673-5313LinkedIn11-50 employeespaper & forest products
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.7M assets / 58 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KAPPEN TREE SERVICE, LLC 401K PROFIT SHARING PLAN
401k
Assets$6.0M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAPPEN TREE SERVICE, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.6M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAPPEN TREE SERVICE, LLC 401K PROFIT SHARING PLAN | 401k | $6.0M | 27 | 2025 | |
| 002 | KAPPEN TREE SERVICE, LLC CASH BALANCE PENSION PLAN | CashBalance | $3.6M | 31 | 2025 |
Retirement plans