Retirement plan

STANLEY TREE SERVICE, INC. 401(K) PLAN

Name: STANLEY TREE SERVICE INC. - STANLEY TREE SERVICE, INC. 401(K) PLAN (2024) Form 5500
Creator: STANLEY TREE SERVICE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANLEY TREE SERVICE, INC. 401(K) PLAN, STANLEY TREE SERVICE INC.

STANLEY TREE SERVICE INC.EIN 05-0468308Plan #001PY 2024

275 GEORGE WASHINGTON HWY - SMITHFIELD, RI 02917401-765-4677LinkedIn1-10 employeesenvironmental services

Other plans on this EIN

1 filing

#002Retirement-$5.3M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.4M

+21.8% from 2023

Total participants

257

+7.1% from 2023

Average account balance

$43,853

+13.8% from 2023

Annual return

13.72%

-1.27 pp from 2023

Benchmarks

See 1,422 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,422 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.37M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$44K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

168

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

54.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.72%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$164

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 13 · EIN 94-3250323	Contract Administrator	$25,944

Plan features & details

Pension benefit codes2E2G2F3D2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$28K

$141 / participant

Contract admin$26K94.1%
Other / not subdivided$2K5.9%

% of EOY assets

0.374%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,853

$45,043-2.6%

$85,063-48.4%

$74,400-41.1%

Participation rate

54.6%

49.4%+5.2pp

67.5%-12.9pp

67.2%-12.6pp

Annual return

13.72%

26.26%-12.5pp

66.54%-52.8pp

1367.51%-1353.8pp

Employer contribution / active EE

$1,869

$1,458+28.2%

$2,727-31.5%

$2,624-28.8%

Participant deferral / active EE

$3,362

$2,733+23.0%

$4,523-25.7%

$4,348-22.7%

Admin fee / account holder

$164

$2,210-92.6%

$6,155-97.3%

$1,944-91.6%

Provider

Service type

Compensation

FINANCIAL ENGINES1 year

Filed as: EDELMAN FINANCIAL ENGINES, LLC

Service code 13 · EIN 94-3250323

Contract Administrator

$25,944

STANLEY TREE SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANLEY TREE SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion