Plan Ledger DOL Form 5500 · updated monthly

Shawnee Mission Tree Service, In401(k)

SHAWNEE MISSION TREE SERVICE, INC. PROFIT SHARING PLAN · SHAWNEE, KS · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Shawnee Mission Tree Service, In reported $32,052 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $748 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 0.61% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Kansas (663rd of 828), and 1,484th of 2,534 in administrative & support services. In 2024, employees put in $3.25 for every $1.00 the employer contributed; active participation has grown from 136 to 183 since 2022.

Plan summary
Net assets, end of year$4,656,381
Participants with balances190
Active participants183
Employer contributions$136,822
Employee contributions$444,093
Employer contribution per active participant$748
Average account balance$24,507
Benefits paid to participants$106,042
Plan auditUnmodified (clean) audit opinion
AuditorBOAN CONNEALY & HOULEHAN LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 190 accts · $137K emplr
2023$3.8M · 159 accts · $136K emplr
2022$3.0M · 161 accts · $71K emplr
The Shawnee Mission Tree Service, In 401(k) match · 2024
Employer contribution per active participant$748
Median for plans this size$1,313
2024$748 per active participant
2023$1,062 per active participant
2022$518 per active participant

Shawnee Mission Tree Service, In's 2024 employer contribution ran below the $1,313 median for plans its size. 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
EDWARD JONES · Recordkeeping · Pension consultingindirect comp
BOAN, CONNEALY & HOULEHAN LLC · Recordkeeping · Pension consultingindirect comp
ADP, INC. · Recordkeepingindirect comp

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

Recordkeeper by year2
2024ADP, BOAN, CONNEALY & HOULEHAN LLC, Edward Jones
2023ADP, BOAN, CONNEALY & HOULEHAN LLC, Edward Jones

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Administrative cost history3
2024$32,052 · 0.76%
2023$32,926 · 0.96%
2022$21,188 · 0.61%
Same employer
Similar plansAdministrative & Support Services · Kansas
Transtecs Corporation KS$6.1M · 0.71%
Haz-Mat Response, Inc. KS$5.4M · 0.67%
Fourth Avenue Holding LLC KS$4.9M · 0.67%
Lynn Care, LLC KS$4.1M · 0.98%
Cd & H, Inc. KS$4.0M · 0.41%
Tri 3, Inc. KS$3.8M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480833928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.