Retirement plan

THOMAS TREE AND LANDSCAPE 401K PLAN

Name: THOMAS TREE AND LANDSCAPE LLC - THOMAS TREE AND LANDSCAPE 401K PLAN (2023) Form 5500
Creator: THOMAS TREE AND LANDSCAPE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMAS TREE AND LANDSCAPE 401K PLAN, THOMAS TREE AND LANDSCAPE LLC

THOMAS TREE AND LANDSCAPE LLCEIN 87-2721676Plan #001PY 2023

19922 STATE HWY 22 - MANKATO, MN 56001507-625-4960thomastreeandlandscape.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$122K

+161.4% from 2022

Total participants

-27.3% from 2022

Average account balance

$13,502

+161.4% from 2022

Annual return

37.36%

+37.36 pp from 2022

Benchmarks

See 18,480 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,480 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$203K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

45.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+19.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$680

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 codes2E2J2F2G3D

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

$180

$11 / participant

Other / not subdivided$180100.0%

% of EOY assets

0.148%

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

$13,502

$96,388-86.0%

$80,627-83.3%

$139,466-90.3%

Participation rate

56.3%

73.6%-17.4pp

67.0%-10.8pp

80.3%-24.1pp

Annual return

37.36%

1352.08%-1314.7pp

936.76%-899.4pp

373.66%-336.3pp

Employer contribution / active EE

$1,407

$3,260-56.8%

$2,723-48.3%

$4,754-70.4%

Participant deferral / active EE

$2,197

$5,224-57.9%

$4,443-50.5%

$6,712-67.3%

Admin fee / account holder

$20

$6,603-99.7%

$5,381-99.6%

$11,409-99.8%

THOMAS TREE AND LANDSCAPE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMAS TREE AND LANDSCAPE 401K 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