Retirement plan

ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN

Name: ASPLUNDH TREE EXPERT, LLC - ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN (2023) Form 5500
Creator: ASPLUNDH TREE EXPERT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN, ASPLUNDH TREE EXPERT, LLC

ASPLUNDH TREE EXPERT, LLCEIN 23-1277550Plan #001PY 2023

708 BLAIR MILL ROAD - WILLOW GROVE, PA 190901701215-784-4200asplundh.comLinkedIn10001+ employeesenvironmental services

Other plans on this EIN

1 filing

#003Retirement-$277.0M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed March 13, 2008

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$334.8M

-5.0% from 2016

Total participants

2,986

-16.2% from 2016

Average account balance

$130,488

+0.0% from 2016

Annual return

14.12%

-7.63 pp from 2016

Benchmarks

See 353 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort353 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$342.66M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

2,612

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.

81.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18.70M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76

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 3 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$125,115
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143	Investment Management	$45,206
KREISCHER MILLER3 years Service code 10 · EIN 23-1980475	Accounting	$14,700

Plan features & details

Pension benefit codes2E2F2G2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$185K

$77 / participant

Recordkeeping$125K67.6%
Investment mgmt$45K24.4%
Other / not subdivided$15K7.9%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KREISCHER MILLER
Auditor EIN: 231980475
Audit fees: $14,700
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$130,488

$40,278+224.0%

$80,669+61.8%

$80,187+62.7%

Participation rate

82.4%

47.5%+34.9pp

67.0%+15.4pp

72.9%+9.5pp

Annual return

14.12%

50.86%-36.7pp

937.61%-923.5pp

40.40%-26.3pp

Employer contribution / active EE

$6,587

$1,332+394.4%

$2,724+141.8%

$2,980+121.1%

Participant deferral / active EE

$2,696-100.0%

$4,444-100.0%

$5,016-100.0%

Admin fee / account holder

$72

$210-65.7%

$5,384-98.7%

$145-50.3%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.5 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$125,115

CAPFINANCIAL PARTNERS LLC5 years

Filed as: CAPFINANCIAL PARTNERS, LLC

Service code 28 · EIN 26-0058143

Investment Management

$45,206

KREISCHER MILLER3 years

Service code 10 · EIN 23-1980475

Accounting

$14,700

ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN

Top hat statement on fileNQDC

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