Retirement plan

LANDSCAPE AND TREE COMPANY 401(K) PLAN

Name: LANDSCAPE AND TREE COMPANY, INC. - LANDSCAPE AND TREE COMPANY 401(K) PLAN (2021) Form 5500
Creator: LANDSCAPE AND TREE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANDSCAPE AND TREE COMPANY 401(K) PLAN, LANDSCAPE AND TREE COMPANY, INC.

LANDSCAPE AND TREE COMPANY, INC.EIN 47-4414968Plan #001PY 2021

4455 BLACKBERRY LN. - LOOMIS, CA 95650916-417-5968landscapetreeco.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$144K

+4532.3% from 2020

Total participants

+140.0% from 2020

Average account balance

$11,061

+2750.7% from 2020

Annual return

1708.09%

+1708.09 pp from 2020

Benchmarks

See 4,518 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,518 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

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.

34.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1388

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.
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

$498

$11 / participant

Other / not subdivided$498100.0%

% of EOY assets

0.346%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,061

$56,134-80.3%

$96,161-88.5%

$85,856-87.1%

Participation rate

25.5%

56.7%-31.2pp

68.4%-42.9pp

69.3%-43.8pp

Annual return

1708.09%

42.30%+1665.8pp

192.01%+1516.1pp

318.58%+1389.5pp

Employer contribution / active EE

$560

$1,620-65.4%

$2,798-80.0%

$2,565-78.2%

Participant deferral / active EE

$1,313

$2,858-54.1%

$4,349-69.8%

$3,952-66.8%

Admin fee / account holder

$38

$3,769-99.0%

$5,538-99.3%

$6,261-99.4%

LANDSCAPE AND TREE COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LANDSCAPE AND TREE COMPANY 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