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  2. FAMILY TREE SERVICE, INC.
Sponsor portfolio

FAMILY TREE SERVICE, INC.

EIN 41-2075122-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
2
$47.1M assets
Welfare
0
Participants
156
41701 NORTH HIGHWAY 101, PO BOX 1325 - LAYTONVILLE, CA 95454707-984-6629
Plans on this EIN
2 filings
#002ESOP-$46.6M - 136 part#003TraditionalDB-$500K - 20 part

Retirement portfolio analytics

2 plans aggregated / $47.1M assets / 156 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • INC. RETIREMENT Savings (#002)99%
  • DEFINED BENEFIT PLAN (#003)1%
Total $47.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#002)136
  • DEFINED BENEFIT PLAN (#003)20
Total 156Click 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#002

FAMILY TREE SERVICE, INC. RETIREMENT SAVINGS PLAN

ESOP

Assets$46.6M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FAMILY TREE SERVICE, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$500K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FAMILY TREE SERVICE, INC. RETIREMENT SAVINGS PLANESOP$46.6M1362024
003FAMILY TREE SERVICE, INC. DEFINED BENEFIT PLANTraditionalDB$500K202024
Retirement plans
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