Plan Ledger DOL Form 5500 · updated monthly

Stanley Tree Service Inc.401(k)

STANLEY TREE SERVICE, INC. 401(K) PLAN · SMITHFIELD, RI · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Stanley Tree Service Inc. reported $27,575 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $1,869 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 fell from 0.74% to 0.41%. 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 Rhode Island (193rd of 286), and the 1,196th of 2,534 in administrative & support services. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 170 to 196 since 2022.

Plan summary
Net assets, end of year$7,367,312
Participants with balances168
Active participants196
Employer contributions$366,278
Employee contributions$658,895
Employer contribution per active participant$1,869
Average account balance$43,853
Benefits paid to participants$538,969
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 168 accts · $366K emplr
2023$6.1M · 157 accts · $351K emplr
2022$4.6M · 145 accts · $294K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,945
Total administrative$27,575
The Stanley Tree Service Inc. 401(k) match · 2024
Employer contribution per active participant$1,869
Median for plans this size$1,313
2024$1,869 per active participant
2023$1,909 per active participant
2022$1,731 per active participant

Stanley Tree Service Inc.'s 2024 employer contribution ran above 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 · 20241
EDELMAN FINANCIAL ENGINES, LLC · Contract administrator · Recordkeeping$25,944

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

Recordkeeper by year2
2024EDELMAN FINANCIAL ENGINES, LLC
2023NEW ENGLAND PENSION PLAN SYSTEMS, L

This plan has changed recordkeepers within these filings. If you left Stanley Tree Service Inc. 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$27,575 · 0.41%
2023$30,812 · 0.58%
2022$33,559 · 0.74%
All plans at this employer2
STANLEY TREE SERVICE, INC. 401(K) PLAN401(k)
STANLEY TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansAdministrative & Support Services · Rhode Island
Virgin Pulse, Inc. RI$155.8M · 0.36%
Newport Harbor Corporation RI$66.1M · 0.04%
J.R. Vinagro Corporation RI$5.9M · 0.47%
Ferland Corporation RI$4.4M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050468308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.