Lewis Tree Service, Inc.ESOP
LEWIS TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN · WEST HENRIETTA, NY · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Lewis Tree Service, Inc. reported $33,481 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,984 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 2 years on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 304th-largest of 5,648 plans among New York employers on file, and the 11th of 945 in agriculture, forestry & fishing.
Lewis Tree Service, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 161004851 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.