Plan Ledger DOL Form 5500 · updated monthly

Asplundh Tree Expert, LLCProfit-sharing plan

ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN · WILLOW GROVE, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Asplundh Tree Expert, LLC reported $197,210 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $7,575 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.058%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other administrative & support services employers. By assets it is the 197th-largest of 3,651 plans among Pennsylvania employers on file, and the 65th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$342,657,062
Participants with balances2,612
Active participants2,468
Employer contributions$18,695,146
Employee contributions—
Employer contribution per active participant$7,575
Average account balance$131,186
Benefits paid to participants$43,759,656
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$342.7M · 2,612 accts · $18.7M emplr
2023$334.8M · 2,566 accts · $15.7M emplr
2022$308.9M · 2,538 accts · $15.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,595
Investment management$52,365
Audit (IQPA)$11,250
Total administrative$197,210
Employer contributions to the Asplundh Tree Expert, LLC plan · 2024
Employer contribution per active participant$7,575
Median for plans this size$4,294
2024$7,575 per active participant
2023$6,587 per active participant
2022$6,397 per active participant

Asplundh Tree Expert, LLC's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping$127,346
CAPFINANCIAL PARTNERS, LLC · Investment management$34,865
KREISCHER MILLER · Accounting / audit$17,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab, Transamerica

This plan has changed recordkeepers within these filings. If you left Asplundh Tree Expert, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$197,210 · 0.06%
2023$185,021 · 0.06%
2022$197,647 · 0.06%
All plans at this employer2
ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLANProfit-sharing plan
VEGETATION AND UTILITY SERVICES EMPLOYEES 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansAdministrative & Support Services · Pennsylvania
Brightview Landscapes, LLC PA$378.4M · 0.02%
Vector Security, Inc PA$151.1M · 0.17%
System One Holdings, LLC PA$103.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231277550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.