Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
B&J TREE SERVICE, INC.
EIN 39-1373035Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
61
W2795 KRUEGER ROAD - LAKE GENEVA, WI 53147262-248-3653
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 61 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#002
B&J TREE SERVICE, INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$3.7M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
B&J TREE SERVICE, INC. PROFIT SHARING PLAN
401k
Assets$2.7M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | B&J TREE SERVICE, INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $3.7M | 25 | 2025 | |
| 001 | B&J TREE SERVICE, INC. PROFIT SHARING PLAN | 401k | $2.7M | 36 | 2025 |
Retirement plans